Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.137 | 0 | 100 |
| 1 month | 0.018 | 0 | 18 |
| 3 months | 0.014 | 0 | 68 |
| 1 year | -0.143 | 0 | 100 |
| 3 years | 0.022 | 0 | 93 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.112 | — |
| 2022 | -0.216 | — |
| 2021 | 0.349 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.149 | 0.014 | — | — |
| 2024 | 0.089 | 0.013 | 0.004 | -0.011 |
| 2023 | 0.080 | 0.010 | -0.052 | 0.076 |
| 2022 | -0.118 | -0.125 | 0.007 | 0.008 |
| 2021 | 0.073 | 0.087 | 0.012 | 0.143 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.143 |
| 3 years | 0.022 |