Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.142 | 0 | — |
| 1 month | 0.016 | 0 | — |
| 3 months | -0.038 | 0 | — |
| 1 year | -0.041 | 0 | — |
| 3 years | 0.165 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.255 | — |
| 2023 | 0.471 | — |
| 2022 | -0.042 | — |
| 2021 | 0.600 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.155 | — | — | — |
| 2024 | 0.018 | 0.191 | 0.075 | -0.038 |
| 2023 | -0.074 | 0.197 | 0.159 | 0.145 |
| 2022 | -0.044 | -0.144 | 0.138 | 0.029 |
| 2021 | 0.137 | 0.211 | 0.109 | 0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.041 |
| 3 years | 0.165 |