Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 17 |
| 1 month | 0.041 | 0 | 16 |
| 3 months | 0.191 | 0 | 8 |
| 1 year | 0.201 | 0 | 10 |
| 3 years | 0.244 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.351 | — |
| 2023 | 0.500 | — |
| 2022 | -0.283 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | 0.113 | — | — |
| 2024 | 0.108 | 0.088 | 0.007 | 0.112 |
| 2023 | 0.201 | 0.128 | -0.007 | 0.115 |
| 2022 | -0.101 | -0.202 | 0.023 | -0.023 |
| 2021 | 0.022 | 0.106 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.201 |
| 3 years | 0.244 |