Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 84 |
| 1 month | 0.014 | 0 | 41 |
| 3 months | -0.049 | 0 | 70 |
| 1 year | 0.080 | 0 | 59 |
| 3 years | 0.098 | 0 | 29 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.167 | — |
| 2023 | 0.251 | — |
| 2022 | -0.198 | — |
| 2021 | 0.241 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.095 | 0.028 | 0.051 | -0.014 |
| 2023 | 0.081 | 0.070 | -0.032 | 0.117 |
| 2022 | -0.064 | -0.158 | -0.076 | 0.101 |
| 2021 | 0.055 | 0.075 | 0.005 | 0.089 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.098 |