Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | — |
| 1 month | -0.079 | 0 | — |
| 3 months | -0.086 | 0 | — |
| 1 year | 0.102 | 0 | — |
| 3 years | 0.123 | 0 | — |
| 5 years | 0.178 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.336 | — |
| 2023 | 0.468 | — |
| 2022 | -0.292 | — |
| 2021 | 0.230 | — |
| 2020 | 0.421 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.108 | 0.085 | 0.001 | 0.110 |
| 2023 | 0.198 | 0.120 | -0.014 | 0.109 |
| 2022 | -0.104 | -0.202 | 0.012 | -0.020 |
| 2021 | -0.003 | 0.089 | 0.028 | 0.102 |
| 2020 | -0.020 | 0.236 | 0.096 | 0.070 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.102 |
| 3 years | 0.123 |
| 5 years | 0.178 |