Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 67 |
| 1 month | -0.012 | 0 | 96 |
| 3 months | 0.071 | 0 | 52 |
| 1 year | 0.240 | 0 | 6 |
| 3 years | 0.098 | 0 | 42 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.367 | — |
| 2023 | 0.208 | — |
| 2022 | -0.448 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | 0.083 | — | — |
| 2024 | 0.010 | 0.081 | 0.118 | 0.121 |
| 2023 | 0.036 | 0.022 | 0.015 | 0.125 |
| 2022 | -0.168 | -0.232 | -0.089 | -0.051 |
| 2021 | 0.002 | 0.016 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.240 |
| 3 years | 0.098 |