Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | 0.028 | 0 | — |
| 3 months | 0.010 | 0 | — |
| 1 year | 0.025 | 0 | — |
| 3 years | 0.120 | 0 | — |
| 5 years | 0.145 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.227 | — |
| 2022 | 0 | — |
| 2021 | 0.123 | — |
| 2020 | 0.143 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.022 | 0.118 | 0.077 | -0.071 |
| 2023 | -0.063 | 0.142 | 0.067 | 0.075 |
| 2022 | -0.036 | -0.086 | 0.104 | 0.028 |
| 2021 | 0.038 | 0.031 | 0.066 | -0.016 |
| 2020 | -0.222 | 0.180 | 0.068 | 0.165 |
| 2019 | -0.022 | -0.021 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | 0.120 |
| 5 years | 0.145 |