Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 32 |
| 1 month | -0.023 | 0 | 92 |
| 3 months | 0.005 | 0 | 45 |
| 1 year | 0.030 | 0 | 64 |
| 3 years | 0.141 | 0 | 1 |
| 5 years | 0.229 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.221 | — |
| 2022 | 0.078 | — |
| 2021 | 0.363 | — |
| 2020 | -0.109 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.107 | — | — | — |
| 2024 | 0.077 | -0.015 | 0.020 | -0.029 |
| 2023 | 0.113 | 0.059 | -0.002 | 0.037 |
| 2022 | 0.020 | -0.074 | -0.050 | 0.201 |
| 2021 | 0.212 | 0.021 | 0.057 | 0.043 |
| 2020 | -0.388 | 0.152 | -0.037 | 0.314 |
| 2019 | -0.010 | 0.085 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | 0.141 |
| 5 years | 0.229 |