Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 32 |
| 1 month | 0.064 | 0 | 40 |
| 3 months | -0.040 | 0 | 32 |
| 1 year | 0.071 | 0 | 54 |
| 3 years | 0.121 | 0 | 67 |
| 5 years | 0.235 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.227 | — |
| 2022 | 0.016 | — |
| 2021 | 0.342 | — |
| 2020 | 0.128 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.042 | 0.130 | 0.073 | -0.080 |
| 2023 | -0.042 | 0.105 | 0.040 | 0.115 |
| 2022 | -0.013 | -0.098 | 0.106 | 0.032 |
| 2021 | 0.104 | 0.082 | 0.112 | 0.010 |
| 2020 | -0.268 | 0.188 | 0.095 | 0.185 |
| 2019 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.121 |
| 5 years | 0.235 |