Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 14 |
| 1 month | 0.004 | 0 | 25 |
| 3 months | -0.079 | 0 | 17 |
| 1 year | 0.037 | 0 | 34 |
| 3 years | 0.115 | 0 | 60 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.222 | — |
| 2023 | 0.193 | — |
| 2022 | -0.070 | — |
| 2021 | 0.186 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | — | — | — |
| 2024 | 0.126 | 0.019 | 0.031 | 0.033 |
| 2023 | 0.104 | 0.058 | -0.021 | 0.043 |
| 2022 | -0.053 | -0.044 | 0.004 | 0.024 |
| 2021 | 0.073 | 0.055 | -0.005 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.114 |