Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 3 |
| 1 month | -0.047 | 0 | 32 |
| 3 months | -0.023 | 0 | 2 |
| 1 year | 0.082 | 0 | 7 |
| 3 years | 0.055 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.236 | — |
| 2023 | -0.019 | — |
| 2022 | -0.072 | — |
| 2021 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.075 | 0.079 | 0.068 | -0.002 |
| 2023 | 0.034 | -0.034 | -0.035 | 0.019 |
| 2022 | -0.066 | 0.013 | -0.050 | 0.032 |
| 2021 | 0.094 | -0.013 | -0.037 | 0.037 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.055 |