Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 92 |
| 1 month | 0.031 | 0 | 95 |
| 3 months | 0.187 | 0 | 1 |
| 1 year | 0.172 | 0 | 1 |
| 3 years | 0.367 | 0 | 1 |
| 5 years | 0.323 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.480 | — |
| 2023 | 0.400 | — |
| 2022 | 0.032 | — |
| 2021 | 0.432 | — |
| 2020 | 0.146 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.160 | 0.187 | — | — |
| 2024 | 0.079 | 0.167 | 0.145 | 0.028 |
| 2023 | -0.017 | 0.152 | 0.094 | 0.129 |
| 2022 | -0.071 | -0.101 | 0.161 | 0.064 |
| 2021 | 0.113 | 0.103 | 0.137 | 0.026 |
| 2020 | -0.261 | 0.168 | 0.064 | 0.249 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.367 |
| 5 years | 0.323 |