Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | -0.092 | 0 | — |
| 1 year | 0.145 | 0 | — |
| 3 years | 0.199 | 0 | — |
| 5 years | 0.178 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.310 | — |
| 2023 | 0.514 | — |
| 2022 | -0.273 | — |
| 2021 | 0.246 | — |
| 2020 | 0.293 | — |
| 2019 | 0.342 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.064 | — | — | — |
| 2024 | 0.135 | 0.050 | 0.053 | 0.044 |
| 2023 | 0.171 | 0.152 | -0.035 | 0.164 |
| 2022 | -0.100 | -0.224 | -0.027 | 0.070 |
| 2021 | 0.000 | 0.111 | 0.015 | 0.106 |
| 2020 | -0.155 | 0.254 | 0.126 | 0.084 |
| 2019 | 0.165 | 0.060 | -0.004 | 0.092 |
| 2018 | 0.059 | 0.087 | -0.134 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.145 |
| 3 years | 0.199 |
| 5 years | 0.178 |