Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.062 | 0 | — |
| 1 year | -0.074 | 0 | — |
| 3 years | 0.228 | 0 | — |
| 5 years | 0.261 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.406 | — |
| 2022 | 0.143 | — |
| 2021 | 0.312 | — |
| 2020 | 0.035 | — |
| 2019 | 0.030 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.074 | 0.106 | — | — |
| 2024 | 0.043 | 0.179 | 0.021 | -0.083 |
| 2023 | -0.059 | 0.130 | 0.114 | 0.187 |
| 2022 | -0.015 | -0.081 | 0.150 | 0.097 |
| 2021 | 0.106 | 0.110 | 0.114 | -0.040 |
| 2020 | -0.321 | 0.149 | 0.043 | 0.271 |
| 2019 | 0.051 | 0.032 | -0.086 | 0.039 |
| 2018 | -0.055 | -0.053 | -0.023 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.228 |
| 5 years | 0.261 |