Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.141 | 0 | 96 |
| 1 month | 0.037 | 0 | 28 |
| 3 months | -0.072 | 0 | 100 |
| 1 year | -0.046 | 0 | 94 |
| 3 years | 0.142 | 0 | 98 |
| 5 years | 0.277 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.351 | — |
| 2022 | 0.055 | — |
| 2021 | 0.506 | — |
| 2020 | 0.263 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.108 | — | — | — |
| 2024 | 0.018 | 0.165 | 0.082 | -0.063 |
| 2023 | -0.068 | 0.160 | 0.125 | 0.111 |
| 2022 | -0.013 | -0.082 | 0.132 | 0.030 |
| 2021 | 0.153 | 0.157 | 0.111 | 0.016 |
| 2020 | -0.269 | 0.210 | 0.159 | 0.232 |
| 2019 | 0.076 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | 0.142 |
| 5 years | 0.277 |