Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.046 | 0 | 35 |
| 1 month | 0.008 | 0 | 22 |
| 3 months | -0.005 | 0 | 20 |
| 1 year | 0.069 | 0 | 48 |
| 3 years | 0.057 | 0 | 71 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | 0.092 | — |
| 2022 | -0.042 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.038 | — | — | — |
| 2024 | 0.033 | 0.029 | 0.021 | -0.012 |
| 2023 | 0.047 | -0.012 | 0.013 | 0.042 |
| 2022 | -0.009 | -0.065 | -0.045 | 0.082 |
| 2021 | 0.061 | 0.015 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.057 |