Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 33 |
| 1 month | -0.028 | 0 | 18 |
| 3 months | -0.179 | 0 | 43 |
| 1 year | 0.220 | 0 | 4 |
| 3 years | 0.194 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.641 | — |
| 2023 | 0.679 | — |
| 2022 | -0.544 | — |
| 2021 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.105 | — | — | — |
| 2024 | 0.243 | 0.057 | -0.007 | 0.257 |
| 2023 | 0.198 | 0.256 | -0.043 | 0.165 |
| 2022 | -0.292 | -0.216 | -0.070 | -0.117 |
| 2021 | 0.237 | 0.109 | -0.059 | -0.176 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.220 |
| 3 years | 0.194 |