Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 89 |
| 1 month | -0.077 | 0 | 92 |
| 3 months | -0.148 | 0 | 82 |
| 1 year | -0.036 | 0 | 63 |
| 3 years | 0.037 | 0 | 31 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.260 | — |
| 2023 | 0.114 | — |
| 2022 | -0.148 | — |
| 2021 | 0.237 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.161 | 0.037 | -0.005 | 0.051 |
| 2023 | 0.058 | 0.041 | -0.001 | 0.013 |
| 2022 | -0.028 | -0.118 | -0.043 | 0.038 |
| 2021 | 0.150 | 0.034 | -0.003 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.027 |