Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.210 | 0 | — |
| 1 month | -0.066 | 0 | — |
| 3 months | -0.181 | 0 | — |
| 1 year | 0.162 | 0 | — |
| 3 years | 0.204 | 0 | — |
| 5 years | 0.200 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.557 | — |
| 2023 | 0.530 | — |
| 2022 | -0.259 | — |
| 2021 | 0.290 | — |
| 2020 | 0.514 | — |
| 2019 | 0.387 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.154 | — | — | — |
| 2024 | 0.093 | 0.089 | 0.001 | 0.306 |
| 2023 | 0.171 | 0.144 | 0.009 | 0.133 |
| 2022 | -0.090 | -0.187 | -0.016 | 0.018 |
| 2021 | 0.007 | 0.144 | 0.010 | 0.109 |
| 2020 | -0.029 | 0.249 | 0.107 | 0.127 |
| 2019 | 0.131 | 0.051 | 0.024 | 0.139 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.162 |
| 3 years | 0.204 |
| 5 years | 0.200 |