Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.170 | 0 | — |
| 1 month | 0.023 | 0 | — |
| 3 months | 0.073 | 0 | — |
| 1 year | 0.136 | 0 | — |
| 3 years | 0.150 | 0 | — |
| 5 years | 0.139 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.100 | — |
| 2023 | 0.169 | — |
| 2022 | 0.360 | — |
| 2021 | 0.041 | — |
| 2020 | -0.497 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.144 | — | — | — |
| 2024 | -0.042 | -0.075 | 0.143 | -0.111 |
| 2023 | 0.077 | 0.032 | -0.026 | 0.080 |
| 2022 | 0.083 | 0.050 | -0.078 | 0.297 |
| 2021 | 0.062 | 0.089 | -0.039 | -0.063 |
| 2020 | -0.544 | 0.166 | — | — |
| 2019 | -0.011 | 0.273 | 0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.136 |
| 3 years | 0.150 |
| 5 years | 0.139 |