Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 6 |
| 1 month | 0.053 | 0 | 10 |
| 3 months | 0.226 | 0 | 3 |
| 1 year | 0.231 | 0 | 6 |
| 3 years | 0.185 | 0 | 3 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.321 | — |
| 2023 | 0.313 | — |
| 2022 | -0.316 | — |
| 2021 | 0.271 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.102 | 0.133 | — | — |
| 2024 | 0.202 | 0.024 | -0.026 | 0.100 |
| 2023 | 0.090 | 0.082 | 0.005 | 0.108 |
| 2022 | -0.136 | -0.211 | -0.004 | 0.008 |
| 2021 | 0.017 | 0.127 | 0.029 | 0.077 |
| 2020 | 0.035 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.231 |
| 3 years | 0.185 |