Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.130 | 0 | — |
| 1 month | 0.094 | 0 | — |
| 3 months | 0.310 | 0 | — |
| 1 year | 0.315 | 0 | — |
| 3 years | 0.141 | 0 | — |
| 5 years | 0.045 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.229 | — |
| 2023 | 0.229 | — |
| 2022 | -0.461 | — |
| 2021 | -0.084 | — |
| 2020 | 0.589 | — |
| 2019 | 0.245 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.138 | 0.310 | — | — |
| 2024 | 0.054 | 0.001 | 0.045 | 0.114 |
| 2023 | 0.123 | 0.070 | -0.066 | 0.094 |
| 2022 | -0.173 | -0.250 | -0.108 | -0.025 |
| 2021 | 0.049 | 0.046 | -0.090 | -0.082 |
| 2020 | -0.231 | 0.398 | 0.211 | 0.222 |
| 2019 | 0.157 | 0.020 | -0.017 | 0.074 |
| 2018 | 0.081 | 0.053 | -0.229 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.249 |
| 3 years | 0.121 |
| 5 years | 0.034 |