Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.010 | 0 | — |
| 1 year | 0.064 | 0 | — |
| 3 years | 0.224 | 0 | — |
| 5 years | 0.303 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.252 | — |
| 2023 | 0.399 | — |
| 2022 | 0.036 | — |
| 2021 | 0.493 | — |
| 2020 | 0.129 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.096 | 0.124 | 0.074 | -0.054 |
| 2023 | -0.046 | 0.151 | 0.096 | 0.163 |
| 2022 | -0.001 | -0.076 | 0.096 | 0.024 |
| 2021 | 0.077 | 0.073 | 0.173 | 0.102 |
| 2020 | -0.289 | 0.190 | 0.073 | 0.244 |
| 2019 | 0.025 | -0.040 | 0.045 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.224 |
| 5 years | 0.303 |