Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.136 | 0 | — |
| 1 year | 0.106 | 0 | — |
| 3 years | 0.173 | 0 | — |
| 5 years | 0.144 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.345 | — |
| 2023 | 0.459 | — |
| 2022 | -0.291 | — |
| 2021 | 0.193 | — |
| 2020 | 0.394 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.135 | 0.066 | 0.016 | 0.094 |
| 2023 | 0.166 | 0.149 | -0.028 | 0.120 |
| 2022 | -0.141 | -0.181 | -0.020 | 0.028 |
| 2021 | 0.007 | 0.093 | 0.033 | 0.048 |
| 2020 | -0.069 | 0.274 | 0.087 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.106 |
| 3 years | 0.173 |
| 5 years | 0.144 |