Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.127 | 0 | — |
| 1 month | 0.128 | 0 | — |
| 3 months | 0.073 | 0 | — |
| 1 year | 0.201 | 0 | — |
| 3 years | 0.075 | 0 | — |
| 5 years | -0.008 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.152 | — |
| 2023 | 0.205 | — |
| 2022 | -0.423 | — |
| 2021 | -0.175 | — |
| 2020 | 0.460 | — |
| 2019 | 0.311 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.127 | 0.000 | 0.026 | -0.003 |
| 2023 | 0.145 | 0.030 | -0.051 | 0.076 |
| 2022 | -0.175 | -0.242 | -0.056 | -0.023 |
| 2021 | -0.098 | 0.032 | -0.054 | -0.063 |
| 2020 | 0.044 | 0.236 | 0.044 | 0.084 |
| 2019 | 0.183 | 0.068 | -0.042 | 0.083 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.201 |
| 3 years | 0.075 |
| 5 years | -0.008 |