Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 40 |
| 1 month | 0.026 | 0 | 14 |
| 3 months | -0.028 | 0 | 33 |
| 1 year | 0.105 | 0 | 6 |
| 3 years | 0.244 | 0 | 7 |
| 5 years | 0.347 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.394 | — |
| 2023 | 0.461 | — |
| 2022 | 0.009 | — |
| 2021 | 0.650 | — |
| 2020 | 0.268 | — |
| 2019 | 0.056 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.142 | — | — | — |
| 2024 | 0.041 | 0.189 | 0.111 | 0.014 |
| 2023 | -0.021 | 0.168 | 0.094 | 0.168 |
| 2022 | -0.040 | -0.108 | 0.158 | 0.018 |
| 2021 | 0.149 | 0.212 | 0.115 | 0.062 |
| 2020 | -0.228 | 0.192 | 0.158 | 0.190 |
| 2019 | 0.039 | -0.020 | -0.030 | 0.069 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.244 |
| 5 years | 0.347 |