Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.124 | 0 | 99 |
| 1 month | -0.037 | 0 | 75 |
| 3 months | -0.173 | 0 | 99 |
| 1 year | 0.134 | 0 | 15 |
| 3 years | 0.180 | 0 | 2 |
| 5 years | 0.196 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.587 | — |
| 2023 | 0.450 | — |
| 2022 | -0.304 | — |
| 2021 | 0.029 | — |
| 2020 | 0.928 | — |
| 2019 | 0.397 | — |
| 2018 | -0.057 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | — | — | — |
| 2024 | 0.279 | 0.091 | -0.009 | 0.148 |
| 2023 | 0.167 | 0.106 | -0.025 | 0.152 |
| 2022 | -0.092 | -0.193 | -0.004 | -0.047 |
| 2021 | 0.002 | 0.002 | -0.005 | 0.031 |
| 2020 | -0.023 | 0.380 | 0.205 | 0.187 |
| 2019 | 0.229 | 0.045 | -0.019 | 0.109 |
| 2018 | 0.072 | 0.073 | 0.035 | -0.208 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.134 |
| 3 years | 0.180 |
| 5 years | 0.196 |