Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | — |
| 1 month | 0.012 | 0 | — |
| 3 months | 0.035 | 0 | — |
| 1 year | 0.081 | 0 | — |
| 3 years | 0.119 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.102 | — |
| 2023 | 0.117 | — |
| 2022 | -0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | 0.026 | — | — |
| 2024 | 0.030 | 0.014 | 0.053 | 0.003 |
| 2023 | 0.029 | 0.017 | -0.009 | 0.076 |
| 2022 | -0.060 | -0.090 | -0.011 | 0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.119 |