Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | 65 |
| 1 month | -0.041 | 0 | 60 |
| 3 months | -0.127 | 0 | 62 |
| 1 year | 0.029 | 0 | 45 |
| 3 years | 0.068 | 0 | 34 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.226 | — |
| 2023 | 0.192 | — |
| 2022 | -0.158 | — |
| 2021 | 0.277 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.062 | — | — | — |
| 2024 | 0.098 | 0.031 | 0.018 | 0.064 |
| 2023 | 0.071 | 0.044 | -0.013 | 0.081 |
| 2022 | -0.058 | -0.120 | -0.009 | 0.025 |
| 2021 | 0.077 | 0.072 | 0.014 | 0.091 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.049 |