Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.105 | 0 | 92 |
| 1 month | 0.012 | 0 | 83 |
| 3 months | -0.016 | 0 | 87 |
| 1 year | 0.044 | 0 | 27 |
| 3 years | 0.235 | 0 | 6 |
| 5 years | 0.354 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.334 | — |
| 2023 | 0.496 | — |
| 2022 | 0.047 | — |
| 2021 | 0.588 | — |
| 2020 | 0.280 | — |
| 2019 | 0.044 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.115 | — | — | — |
| 2024 | 0.064 | 0.196 | 0.083 | -0.031 |
| 2023 | -0.026 | 0.188 | 0.123 | 0.152 |
| 2022 | -0.003 | -0.106 | 0.146 | 0.025 |
| 2021 | 0.157 | 0.174 | 0.122 | 0.042 |
| 2020 | -0.270 | 0.210 | 0.204 | 0.204 |
| 2019 | 0.035 | -0.011 | -0.020 | 0.040 |
| 2018 | -0.009 | -0.048 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.235 |
| 5 years | 0.354 |