Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.166 | 0 | 13 |
| 1 month | -0.001 | 0 | 34 |
| 3 months | 0.076 | 0 | 20 |
| 1 year | 0.191 | 0 | 20 |
| 3 years | 0.202 | 0 | 50 |
| 5 years | 0.190 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.099 | — |
| 2023 | 0.389 | — |
| 2022 | -0.158 | — |
| 2021 | 0.313 | — |
| 2020 | -0.143 | — |
| 2019 | 0.074 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.167 | — | — | — |
| 2024 | 0.049 | 0.077 | -0.026 | -0.001 |
| 2023 | 0.038 | 0.147 | 0.002 | 0.163 |
| 2022 | -0.079 | -0.130 | -0.147 | 0.232 |
| 2021 | 0.025 | 0.149 | 0.085 | 0.029 |
| 2020 | -0.349 | 0.166 | -0.063 | 0.206 |
| 2019 | 0.048 | 0.023 | -0.037 | 0.040 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.191 |
| 3 years | 0.202 |
| 5 years | 0.190 |