Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 42 |
| 1 month | 0.085 | 0 | 1 |
| 3 months | 0.135 | 0 | 35 |
| 1 year | 0.313 | 0 | 1 |
| 3 years | -0.008 | 0 | 93 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.328 | — |
| 2023 | -0.193 | — |
| 2022 | -0.270 | — |
| 2021 | -0.135 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | -0.038 | — | — |
| 2024 | 0.029 | 0.030 | 0.233 | 0.016 |
| 2023 | 0.010 | -0.107 | -0.033 | -0.075 |
| 2022 | -0.145 | -0.001 | -0.154 | 0.009 |
| 2021 | 0.028 | 0.018 | -0.160 | -0.017 |
| 2020 | 0.134 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.248 |
| 3 years | -0.024 |