Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.195 | 0 | 89 |
| 1 month | -0.201 | 0 | 99 |
| 3 months | -0.195 | 0 | 89 |
| 1 year | 0.180 | 0 | 9 |
| 3 years | 0.210 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.763 | — |
| 2023 | 0.978 | — |
| 2022 | -0.596 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.195 | — | — | — |
| 2024 | 0.203 | 0.106 | 0.024 | 0.294 |
| 2023 | 0.228 | 0.331 | -0.057 | 0.283 |
| 2022 | -0.360 | -0.222 | -0.052 | -0.144 |
| 2021 | -0.203 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.180 |
| 3 years | 0.210 |