Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.224 | 0 | 4 |
| 1 month | 0.037 | 0 | 15 |
| 3 months | 0.219 | 0 | 11 |
| 1 year | 0.567 | 0 | 5 |
| 3 years | 0.399 | 0 | 2 |
| 5 years | 0.174 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.534 | — |
| 2023 | 0.800 | — |
| 2022 | -0.510 | — |
| 2021 | 0.153 | — |
| 2020 | 1.269 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.112 | 0.236 | — | — |
| 2024 | 0.172 | 0.066 | 0.014 | 0.212 |
| 2023 | 0.188 | 0.285 | -0.032 | 0.218 |
| 2022 | -0.283 | -0.189 | -0.028 | -0.133 |
| 2021 | 0.212 | 0.103 | -0.030 | -0.110 |
| 2020 | 0.133 | 0.491 | 0.145 | 0.173 |
| 2019 | -0.011 | -0.031 | 0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.520 |
| 3 years | 0.384 |
| 5 years | 0.167 |