Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | — |
| 1 month | 0.070 | 0 | — |
| 3 months | -0.183 | 0 | — |
| 1 year | 0.382 | 0 | — |
| 3 years | 0.319 | 0 | — |
| 5 years | 0.518 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 1.287 | — |
| 2023 | 1.364 | — |
| 2022 | -0.596 | — |
| 2021 | 0.485 | — |
| 2020 | 2.232 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.140 | — | — | — |
| 2024 | 0.679 | -0.111 | -0.017 | 0.558 |
| 2023 | 0.706 | 0.057 | -0.112 | 0.477 |
| 2022 | -0.022 | -0.512 | 0.089 | -0.224 |
| 2021 | 0.987 | -0.429 | 0.249 | 0.048 |
| 2020 | -0.136 | 0.373 | 0.100 | 1.477 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.308 |
| 3 years | 0.296 |
| 5 years | 0.502 |