Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.102 | 0 | — |
| 1 month | 0.027 | 0 | — |
| 3 months | 0.068 | 0 | — |
| 1 year | 0.206 | 0 | — |
| 3 years | 0.146 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.225 | — |
| 2023 | 0.138 | — |
| 2022 | -0.070 | — |
| 2021 | 0.310 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.073 | — | — | — |
| 2024 | 0.124 | 0.030 | 0.043 | 0.014 |
| 2023 | 0.037 | 0.024 | 0.025 | 0.046 |
| 2022 | -0.051 | -0.040 | -0.041 | 0.063 |
| 2021 | 0.050 | 0.068 | 0.037 | 0.127 |
| 2020 | 0.035 | -0.077 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.206 |
| 3 years | 0.146 |