Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.003 | 0 | — |
| 1 year | 0.097 | 0 | — |
| 3 years | 0.232 | 0 | — |
| 5 years | 0.196 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.235 | — |
| 2023 | 0.333 | — |
| 2022 | 0.124 | — |
| 2021 | 0.147 | — |
| 2020 | -0.123 | — |
| 2019 | 0.247 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | 0.117 | 0.062 | -0.027 | 0.070 |
| 2023 | 0.072 | 0.121 | 0.072 | 0.035 |
| 2022 | 0.007 | 0.031 | 0.019 | 0.064 |
| 2021 | 0.138 | 0.017 | 0.030 | -0.037 |
| 2020 | -0.267 | 0.068 | 0.039 | 0.077 |
| 2019 | 0.080 | -0.011 | 0.028 | 0.136 |
| 2018 | 0.017 | 0.052 | -0.155 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.212 |
| 5 years | 0.184 |