Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 49 |
| 1 month | 0.005 | 0 | 8 |
| 3 months | -0.036 | 0 | 38 |
| 1 year | 0.042 | 0 | 28 |
| 3 years | 0.017 | 0 | 67 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.091 | — |
| 2022 | -0.170 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.036 | 0.007 | 0.033 | 0.002 |
| 2023 | 0.031 | 0.007 | -0.018 | 0.070 |
| 2022 | -0.056 | -0.092 | -0.038 | 0.006 |
| 2021 | 0.025 | 0.005 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.010 |
| 3 years | -0.001 |