Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 9 |
| 1 month | 0.002 | 0 | 16 |
| 3 months | -0.084 | 0 | 10 |
| 1 year | 0.053 | 0 | 15 |
| 3 years | 0.081 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.179 | — |
| 2023 | 0.169 | — |
| 2022 | -0.207 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.032 | — | — | — |
| 2024 | 0.112 | 0.011 | -0.007 | 0.055 |
| 2023 | 0.048 | 0.046 | -0.015 | 0.083 |
| 2022 | -0.111 | -0.156 | 0.031 | 0.025 |
| 2021 | 0.038 | 0.063 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.053 |
| 3 years | 0.081 |