Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 99 |
| 1 month | -0.112 | 0 | 94 |
| 3 months | -0.119 | 0 | 99 |
| 1 year | 0.032 | 0 | 78 |
| 3 years | 0.056 | 0 | 62 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.286 | — |
| 2023 | 0.206 | — |
| 2022 | -0.187 | — |
| 2021 | 0.319 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.119 | — | — | — |
| 2024 | 0.098 | 0.019 | 0.039 | 0.107 |
| 2023 | 0.040 | 0.053 | 0.002 | 0.099 |
| 2022 | -0.055 | -0.154 | 0.008 | 0.008 |
| 2021 | 0.138 | 0.096 | 0.010 | 0.047 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.056 |