Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 97 |
| 1 month | -0.022 | 0 | 99 |
| 3 months | -0.009 | 0 | 93 |
| 1 year | 0.121 | 0 | 3 |
| 3 years | 0.069 | 0 | 9 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.101 | — |
| 2022 | -0.142 | — |
| 2021 | -0.023 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | 0.059 | 0.029 | 0.058 | 0.026 |
| 2023 | 0.011 | 0.025 | 0.015 | 0.046 |
| 2022 | -0.073 | -0.086 | -0.047 | 0.062 |
| 2021 | 0.021 | 0.013 | -0.004 | -0.051 |
| 2020 | 0.031 | 0.068 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.069 |