Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.073 | 0 | 57 |
1 month | 0.023 | 0 | 88 |
3 months | 0.004 | 0 | 28 |
1 year | 0.044 | 0 | 79 |
3 years | 0.216 | 0 | 35 |
5 years | 0.293 | 0 | 47 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.293 | — |
2023 | 0.470 | — |
2022 | 0.002 | — |
2021 | 0.498 | — |
2020 | 0.187 | — |
2019 | 0.054 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.094 | — | — | — |
2024 | 0.067 | 0.179 | 0.087 | -0.054 |
2023 | -0.017 | 0.165 | 0.141 | 0.125 |
2022 | -0.009 | -0.118 | 0.142 | 0.004 |
2021 | 0.156 | 0.159 | 0.092 | 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 | 0.044 |
3 years | 0.216 |
5 years | 0.293 |