Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.191 | 0 | 2 |
| 1 month | 0.027 | 0 | 4 |
| 3 months | 0.099 | 0 | 2 |
| 1 year | 0.178 | 0 | 2 |
| 3 years | 0.121 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.173 | — |
| 2022 | 0.042 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | 0.084 | — | — |
| 2024 | 0.010 | 0.052 | 0.010 | -0.009 |
| 2023 | 0.055 | 0.037 | 0.019 | 0.052 |
| 2022 | 0.051 | 0.042 | -0.109 | 0.068 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.167 |
| 3 years | 0.117 |