Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.037 | 0 | 97 |
| 1 month | 0.016 | 0 | 42 |
| 3 months | 0.042 | 0 | 93 |
| 1 year | 0.100 | 0 | 90 |
| 3 years | 0.111 | 0 | 85 |
| 5 years | 0.003 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.134 | — |
| 2023 | 0.235 | — |
| 2022 | -0.340 | — |
| 2021 | -0.094 | — |
| 2020 | 0.420 | — |
| 2019 | 0.500 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.078 | 0.109 | — | — |
| 2024 | 0.043 | -0.104 | 0.171 | 0.036 |
| 2023 | 0.063 | 0.058 | -0.059 | 0.168 |
| 2022 | -0.111 | -0.248 | -0.069 | 0.060 |
| 2021 | -0.062 | 0.111 | -0.051 | -0.083 |
| 2020 | -0.218 | 0.388 | 0.070 | 0.222 |
| 2019 | 0.264 | 0.098 | -0.003 | 0.084 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | 0.111 |
| 5 years | 0.003 |