Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 38 |
| 1 month | 0.036 | 0 | 23 |
| 3 months | -0.056 | 0 | 69 |
| 1 year | 0.077 | 0 | 13 |
| 3 years | 0.165 | 0 | 3 |
| 5 years | 0.151 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.209 | — |
| 2023 | 0.283 | — |
| 2022 | -0.142 | — |
| 2021 | 0.059 | — |
| 2020 | 0.626 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.122 | 0.020 | 0.049 | 0.006 |
| 2023 | 0.223 | 0.038 | -0.102 | 0.125 |
| 2022 | -0.149 | -0.078 | -0.039 | 0.137 |
| 2021 | -0.004 | 0.050 | -0.032 | 0.045 |
| 2020 | -0.002 | 0.362 | 0.098 | 0.089 |
| 2019 | 0.102 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.165 |
| 5 years | 0.151 |