Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.150 | 0 | 12 |
| 1 month | 0.015 | 0 | 32 |
| 3 months | 0.138 | 0 | 29 |
| 1 year | 0.158 | 0 | 29 |
| 3 years | 0.130 | 0 | 41 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.323 | — |
| 2022 | -0.336 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | 0.137 | — | — |
| 2024 | 0.049 | -0.007 | 0.059 | -0.034 |
| 2023 | 0.110 | 0.093 | -0.040 | 0.136 |
| 2022 | -0.106 | -0.219 | -0.052 | 0.004 |
| 2021 | -0.009 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.158 |
| 3 years | 0.130 |