Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.056 | 0 | 74 |
| 1 month | 0.018 | 0 | 65 |
| 3 months | 0.006 | 0 | 42 |
| 1 year | 0.075 | 0 | 26 |
| 3 years | 0.193 | 0 | 31 |
| 5 years | 0.241 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.318 | — |
| 2023 | 0.324 | — |
| 2022 | -0.011 | — |
| 2021 | 0.305 | — |
| 2020 | 0.244 | — |
| 2019 | 0.078 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.073 | — | — | — |
| 2024 | 0.089 | 0.183 | 0.103 | -0.073 |
| 2023 | -0.031 | 0.120 | 0.074 | 0.136 |
| 2022 | -0.029 | -0.106 | 0.116 | 0.021 |
| 2021 | 0.045 | 0.098 | 0.101 | 0.033 |
| 2020 | -0.198 | 0.178 | 0.120 | 0.176 |
| 2019 | 0.015 | -0.003 | 0.029 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.193 |
| 5 years | 0.241 |