Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.079 | 0 | 8 |
| 1 month | 0.029 | 0 | 10 |
| 3 months | 0.051 | 0 | 14 |
| 1 year | 0.115 | 0 | 17 |
| 3 years | 0.026 | 0 | 56 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.062 | — |
| 2022 | -0.127 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.016 | 0.008 | 0.058 | -0.035 |
| 2023 | 0.066 | -0.010 | -0.025 | 0.032 |
| 2022 | -0.043 | -0.060 | -0.057 | 0.029 |
| 2021 | 0.039 | 0.002 | 0.046 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.081 |
| 3 years | 0.015 |