Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 92 |
| 1 month | 0.078 | 0 | 10 |
| 3 months | 0.153 | 0 | 47 |
| 1 year | 0.115 | 0 | 83 |
| 3 years | 0.117 | 0 | 84 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.270 | — |
| 2022 | -0.342 | — |
| 2021 | 0.093 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | 0.153 | — | — |
| 2024 | 0.034 | 0.018 | 0.024 | 0.021 |
| 2023 | 0.118 | 0.049 | -0.048 | 0.136 |
| 2022 | -0.125 | -0.196 | -0.067 | 0.001 |
| 2021 | 0.051 | 0.039 | -0.033 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.115 |
| 3 years | 0.117 |