Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.182 | 0 | 71 |
| 1 month | -0.030 | 0 | 53 |
| 3 months | -0.166 | 0 | 40 |
| 1 year | 0.055 | 0 | 34 |
| 3 years | 0.134 | 0 | 11 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.409 | — |
| 2023 | 0.471 | — |
| 2022 | -0.268 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.157 | — | — | — |
| 2024 | 0.147 | 0.121 | -0.026 | 0.126 |
| 2023 | 0.187 | 0.140 | -0.033 | 0.125 |
| 2022 | -0.083 | -0.169 | -0.002 | -0.037 |
| 2021 | 0.036 | 0.152 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.134 |