Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 36 |
| 1 month | 0.018 | 0 | 25 |
| 3 months | -0.024 | 0 | 41 |
| 1 year | 0.063 | 0 | 20 |
| 3 years | 0.057 | 0 | 18 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.063 | — |
| 2022 | -0.094 | — |
| 2021 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.082 | 0.025 | 0.006 | 0.026 |
| 2023 | 0.026 | 0.009 | -0.003 | 0.030 |
| 2022 | -0.052 | -0.037 | 0.002 | -0.009 |
| 2021 | 0.054 | 0.040 | 0.002 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.035 |