Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 57 |
| 1 month | 0.023 | 0 | 88 |
| 3 months | 0.003 | 0 | 35 |
| 1 year | 0.042 | 0 | 80 |
| 3 years | 0.213 | 0 | 44 |
| 5 years | 0.290 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.290 | — |
| 2023 | 0.464 | — |
| 2022 | -0.002 | — |
| 2021 | 0.496 | — |
| 2020 | 0.187 | — |
| 2019 | 0.054 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.065 | 0.179 | 0.087 | -0.054 |
| 2023 | -0.021 | 0.165 | 0.141 | 0.125 |
| 2022 | -0.013 | -0.118 | 0.142 | 0.004 |
| 2021 | 0.156 | 0.159 | 0.091 | 0.023 |
| 2020 | -0.213 | 0.167 | 0.102 | 0.173 |
| 2019 | 0.006 | -0.002 | 0.008 | 0.041 |
| 2018 | -0.009 | -0.023 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.213 |
| 5 years | 0.290 |