Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.178 | 0 | — |
| 1 month | 0.024 | 0 | — |
| 3 months | 0.078 | 0 | — |
| 1 year | 0.161 | 0 | — |
| 3 years | 0.176 | 0 | — |
| 5 years | 0.156 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.082 | — |
| 2023 | 0.197 | — |
| 2022 | 0.378 | — |
| 2021 | 0.045 | — |
| 2020 | -0.502 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.150 | — | — | — |
| 2024 | -0.038 | -0.070 | 0.149 | -0.106 |
| 2023 | 0.085 | 0.039 | -0.021 | 0.085 |
| 2022 | 0.079 | 0.054 | -0.075 | 0.309 |
| 2021 | 0.064 | 0.083 | -0.037 | -0.058 |
| 2020 | -0.550 | 0.167 | — | — |
| 2019 | -0.022 | 0.290 | 0.077 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.126 |
| 3 years | 0.165 |
| 5 years | 0.149 |