Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.010 | 0 | — |
| 1 year | -0.013 | 0 | — |
| 3 years | 0.286 | 0 | — |
| 5 years | 0.334 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.178 | — |
| 2023 | 0.586 | — |
| 2022 | 0.286 | — |
| 2021 | 0.398 | — |
| 2020 | -0.079 | — |
| 2019 | -0.037 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | 0.105 | 0.104 | 0.081 | -0.107 |
| 2023 | 0.027 | 0.133 | 0.138 | 0.198 |
| 2022 | 0.089 | -0.050 | 0.124 | 0.105 |
| 2021 | 0.139 | 0.097 | 0.143 | -0.021 |
| 2020 | -0.333 | 0.110 | -0.049 | 0.308 |
| 2019 | 0.061 | 0.027 | -0.104 | -0.013 |
| 2018 | 0.047 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.013 |
| 3 years | 0.286 |
| 5 years | 0.334 |