Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 31 |
| 1 month | 0.007 | 0 | 76 |
| 3 months | -0.065 | 0 | 28 |
| 1 year | 0.092 | 0 | 46 |
| 3 years | 0.129 | 0 | 28 |
| 5 years | 0.166 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.412 | — |
| 2022 | -0.239 | — |
| 2021 | 0.203 | — |
| 2020 | 0.435 | — |
| 2019 | 0.429 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.061 | 0.048 | 0.044 | -0.002 |
| 2023 | 0.185 | 0.055 | -0.030 | 0.164 |
| 2022 | -0.067 | -0.185 | -0.060 | 0.065 |
| 2021 | 0.093 | 0.063 | -0.017 | 0.053 |
| 2020 | -0.159 | 0.290 | 0.084 | 0.219 |
| 2019 | 0.175 | 0.036 | 0.037 | 0.132 |
| 2018 | 0.012 | 0.052 | -0.126 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.117 |
| 5 years | 0.159 |