Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.057 | 0 | 57 |
| 1 month | -0.003 | 0 | 68 |
| 3 months | -0.028 | 0 | 83 |
| 1 year | 0.073 | 0 | 44 |
| 3 years | 0.108 | 0 | 30 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.195 | — |
| 2022 | -0.130 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.061 | — | — | — |
| 2024 | 0.100 | -0.012 | 0.042 | -0.033 |
| 2023 | 0.141 | 0.030 | -0.051 | 0.072 |
| 2022 | -0.099 | -0.080 | -0.059 | 0.116 |
| 2021 | 0.052 | 0.024 | 0.060 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | 0.097 |