Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.084 | 0 | 51 |
| 1 month | -0.036 | 0 | 59 |
| 3 months | -0.112 | 0 | 48 |
| 1 year | 0.078 | 0 | 14 |
| 3 years | 0.074 | 0 | 15 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.267 | — |
| 2023 | 0.121 | — |
| 2022 | -0.101 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.120 | 0.024 | 0.027 | 0.077 |
| 2023 | 0.017 | 0.034 | -0.001 | 0.066 |
| 2022 | -0.048 | -0.077 | 0.001 | 0.022 |
| 2021 | 0.014 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.074 |