Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 44 |
| 1 month | -0.006 | 0 | 8 |
| 3 months | -0.133 | 0 | 74 |
| 1 year | 0.181 | 0 | 1 |
| 3 years | 0.182 | 0 | 3 |
| 5 years | 0.192 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.440 | — |
| 2023 | 0.181 | — |
| 2022 | -0.069 | — |
| 2021 | 0.234 | — |
| 2020 | 0.385 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.164 | 0.055 | 0.051 | 0.116 |
| 2023 | 0.057 | 0.023 | -0.007 | 0.100 |
| 2022 | -0.042 | -0.149 | 0.100 | 0.039 |
| 2021 | 0.040 | 0.057 | 0.009 | 0.112 |
| 2020 | -0.060 | 0.181 | 0.130 | 0.104 |
| 2019 | -0.036 | 0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.181 |
| 3 years | 0.182 |
| 5 years | 0.192 |