Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | — |
| 1 month | -0.003 | 0 | — |
| 3 months | -0.017 | 0 | — |
| 1 year | 0.058 | 0 | — |
| 3 years | 0.076 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.168 | — |
| 2022 | -0.117 | — |
| 2021 | 0.247 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.069 | 0.015 | 0.025 | -0.031 |
| 2023 | 0.087 | 0.028 | -0.020 | 0.066 |
| 2022 | -0.067 | -0.090 | -0.048 | 0.092 |
| 2021 | 0.080 | 0.063 | 0.007 | 0.078 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.076 |