Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.139 | 0 | — |
| 1 month | 0.024 | 0 | — |
| 3 months | -0.164 | 0 | — |
| 1 year | 0.033 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.116 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.304 | — |
| 2023 | 0.472 | — |
| 2022 | -0.440 | — |
| 2021 | 0.077 | — |
| 2020 | 0.833 | — |
| 2019 | 0.420 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.159 | — | — | — |
| 2024 | 0.134 | 0.096 | -0.010 | 0.059 |
| 2023 | 0.184 | 0.127 | -0.046 | 0.156 |
| 2022 | -0.165 | -0.278 | -0.030 | -0.043 |
| 2021 | -0.032 | 0.109 | -0.021 | 0.025 |
| 2020 | -0.087 | 0.411 | 0.157 | 0.230 |
| 2019 | 0.219 | 0.059 | -0.029 | 0.134 |
| 2018 | -0.196 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.078 |
| 5 years | 0.116 |