Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.067 | 0 | 51 |
| 1 month | 0.032 | 0 | 10 |
| 3 months | 0.008 | 0 | 50 |
| 1 year | 0.226 | 0 | 11 |
| 3 years | 0.254 | 0 | 1 |
| 5 years | 0.264 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.494 | — |
| 2023 | 0.426 | — |
| 2022 | -0.076 | — |
| 2021 | 0.193 | — |
| 2020 | 0.735 | — |
| 2019 | 0.062 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.117 | 0.069 | 0.214 | 0.031 |
| 2023 | -0.026 | 0.172 | 0.120 | 0.115 |
| 2022 | -0.058 | -0.086 | 0.069 | 0.003 |
| 2021 | -0.019 | 0.181 | 0.042 | -0.012 |
| 2020 | -0.074 | 0.376 | 0.226 | 0.110 |
| 2019 | 0.031 | -0.046 | -0.020 | 0.102 |
| 2018 | -0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.226 |
| 3 years | 0.254 |
| 5 years | 0.264 |