Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 55 |
| 1 month | 0.028 | 0 | 53 |
| 3 months | 0.001 | 0 | 79 |
| 1 year | 0.073 | 0 | 55 |
| 3 years | 0.148 | 0 | 79 |
| 5 years | 0.235 | 0 | 72 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.255 | — |
| 2023 | 0.310 | — |
| 2022 | -0.089 | — |
| 2021 | 0.446 | — |
| 2020 | 0.247 | — |
| 2019 | 0.164 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.087 | 0.113 | 0.088 | -0.046 |
| 2023 | -0.038 | 0.197 | 0.037 | 0.097 |
| 2022 | -0.036 | -0.137 | 0.118 | -0.020 |
| 2021 | 0.077 | 0.166 | 0.113 | 0.034 |
| 2020 | -0.205 | 0.179 | 0.107 | 0.201 |
| 2019 | 0.042 | 0.037 | 0.017 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.148 |
| 5 years | 0.235 |