Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | — |
| 1 month | -0.030 | 0 | — |
| 3 months | -0.050 | 0 | — |
| 1 year | 0.077 | 0 | — |
| 3 years | 0.113 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.226 | — |
| 2023 | 0.121 | — |
| 2022 | -0.092 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.079 | 0.008 | — | — |
| 2024 | 0.136 | 0.027 | 0.041 | 0.009 |
| 2023 | 0.035 | 0.019 | 0.024 | 0.039 |
| 2022 | -0.060 | -0.044 | -0.046 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.113 |