Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.147 | 0 | 43 |
| 1 month | -0.018 | 0 | 32 |
| 3 months | -0.176 | 0 | 47 |
| 1 year | 0.061 | 0 | 33 |
| 3 years | 0.115 | 0 | 20 |
| 5 years | 0.127 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.374 | — |
| 2023 | 0.430 | — |
| 2022 | -0.345 | — |
| 2021 | 0.234 | — |
| 2020 | 0.400 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.131 | — | — | — |
| 2024 | 0.151 | 0.080 | -0.020 | 0.128 |
| 2023 | 0.172 | 0.127 | -0.026 | 0.112 |
| 2022 | -0.117 | -0.211 | 0.015 | -0.073 |
| 2021 | 0.046 | 0.088 | 0.021 | 0.063 |
| 2020 | -0.097 | 0.282 | 0.081 | 0.119 |
| 2019 | 0.021 | 0.011 | 0.091 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.115 |
| 5 years | 0.127 |