Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 50 |
| 1 month | 0.046 | 0 | 20 |
| 3 months | 0.131 | 0 | 17 |
| 1 year | 0.029 | 0 | 90 |
| 3 years | 0.222 | 0 | 72 |
| 5 years | 0.253 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.322 | — |
| 2022 | 0.019 | — |
| 2021 | 0.452 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | 0.131 | — | — |
| 2024 | 0.073 | 0.097 | 0.057 | -0.063 |
| 2023 | -0.058 | 0.155 | 0.092 | 0.113 |
| 2022 | 0.006 | -0.110 | 0.114 | 0.022 |
| 2021 | 0.118 | 0.129 | 0.133 | 0.016 |
| 2020 | 0.187 | 0.097 | 0.189 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.222 |
| 5 years | 0.253 |