Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.065 | 0 | 9 |
| 1 month | 0.010 | 0 | 11 |
| 3 months | 0.012 | 0 | 11 |
| 1 year | 0.076 | 0 | 15 |
| 3 years | 0.093 | 0 | 7 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.192 | — |
| 2022 | -0.136 | — |
| 2021 | 0.191 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.054 | — | — | — |
| 2024 | 0.065 | -0.002 | 0.030 | -0.024 |
| 2023 | 0.102 | 0.026 | -0.028 | 0.085 |
| 2022 | -0.081 | -0.096 | -0.056 | 0.101 |
| 2021 | 0.082 | 0.033 | 0.009 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.088 |