Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.099 | 0 | 9 |
| 1 month | 0.064 | 0 | 10 |
| 3 months | 0.211 | 0 | 6 |
| 1 year | 0.324 | 0 | 3 |
| 3 years | 0.178 | 0 | 5 |
| 5 years | 0.071 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.274 | — |
| 2023 | 0.302 | — |
| 2022 | -0.401 | — |
| 2021 | 0.034 | — |
| 2020 | 0.938 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.084 | 0.128 | — | — |
| 2024 | 0.105 | 0.036 | -0.016 | 0.131 |
| 2023 | 0.135 | 0.059 | -0.046 | 0.136 |
| 2022 | -0.184 | -0.245 | 0.033 | -0.058 |
| 2021 | -0.058 | 0.168 | -0.038 | -0.023 |
| 2020 | 0.046 | 0.414 | 0.168 | 0.122 |
| 2019 | 0.053 | -0.033 | 0.128 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.324 |
| 3 years | 0.178 |
| 5 years | 0.071 |