Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 21 |
| 1 month | -0.007 | 0 | 9 |
| 3 months | -0.147 | 0 | 58 |
| 1 year | 0.119 | 0 | 5 |
| 3 years | 0.143 | 0 | 2 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.358 | — |
| 2023 | 0.465 | — |
| 2022 | -0.383 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | — | — | — |
| 2024 | 0.150 | 0.001 | 0.049 | 0.124 |
| 2023 | 0.181 | 0.119 | -0.006 | 0.115 |
| 2022 | -0.182 | -0.246 | 0.053 | -0.051 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.139 |