Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | — |
| 1 month | 0.049 | 0 | — |
| 3 months | -0.152 | 0 | — |
| 1 year | 0.245 | 0 | — |
| 3 years | 0.225 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.596 | — |
| 2023 | 0.655 | — |
| 2022 | -0.442 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.148 | — | — | — |
| 2024 | 0.208 | 0.095 | -0.002 | 0.209 |
| 2023 | 0.275 | 0.127 | -0.036 | 0.195 |
| 2022 | -0.170 | -0.310 | 0.011 | -0.037 |
| 2021 | 0.020 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.245 |
| 3 years | 0.225 |