Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.070 | 0 | 27 |
1 month | 0.044 | 0 | 14 |
3 months | 0.003 | 0 | 35 |
1 year | 0.071 | 0 | 14 |
3 years | 0.217 | 0 | 12 |
5 years | 0.317 | 0 | 12 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.288 | — |
2023 | 0.434 | — |
2022 | 0.021 | — |
2021 | 0.503 | — |
2020 | 0.187 | — |
2019 | 0.019 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.109 | — | — | — |
2024 | 0.061 | 0.169 | 0.081 | -0.039 |
2023 | -0.045 | 0.183 | 0.110 | 0.144 |
2022 | -0.021 | -0.114 | 0.169 | 0.007 |
2021 | 0.149 | 0.133 | 0.139 | 0.014 |
2020 | -0.306 | 0.218 | 0.154 | 0.218 |
2019 | 0.027 | -0.008 | -0.066 | 0.071 |
2018 | -0.014 | -0.070 | 0.024 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.071 |
3 years | 0.217 |
5 years | 0.317 |