Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.203 | 0 | 4 |
| 1 month | 0.150 | 0 | 4 |
| 3 months | 0.383 | 0 | 3 |
| 1 year | 0.567 | 0 | 7 |
| 3 years | 0.217 | 0 | 7 |
| 5 years | 0.006 | 0 | 95 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.686 | — |
| 2022 | -0.664 | — |
| 2021 | -0.250 | — |
| 2020 | 1.476 | — |
| 2019 | 0.331 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.130 | 0.383 | — | — |
| 2024 | -0.039 | -0.090 | 0.090 | 0.195 |
| 2023 | 0.299 | 0.104 | -0.104 | 0.312 |
| 2022 | -0.296 | -0.389 | -0.073 | -0.157 |
| 2021 | -0.043 | 0.080 | -0.144 | -0.153 |
| 2020 | -0.128 | 0.598 | 0.287 | 0.381 |
| 2019 | 0.252 | 0.025 | -0.105 | 0.159 |
| 2018 | -0.193 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.489 |
| 3 years | 0.196 |
| 5 years | -0.004 |