Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 65 |
| 1 month | -0.038 | 0 | 65 |
| 3 months | -0.124 | 0 | 62 |
| 1 year | 0.079 | 0 | 14 |
| 3 years | 0.097 | 0 | 6 |
| 5 years | 0.149 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.255 | — |
| 2023 | 0.200 | — |
| 2022 | -0.101 | — |
| 2021 | 0.321 | — |
| 2020 | 0.054 | — |
| 2019 | 0.286 | — |
| 2018 | -0.048 | — |
| 2017 | 0.091 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.062 | — | — | — |
| 2024 | 0.087 | 0.051 | 0.009 | 0.089 |
| 2023 | 0.050 | 0.059 | 0.018 | 0.061 |
| 2022 | -0.060 | -0.097 | 0.027 | 0.030 |
| 2021 | 0.125 | 0.066 | -0.002 | 0.104 |
| 2020 | -0.244 | 0.201 | 0.021 | 0.138 |
| 2019 | 0.145 | 0.005 | 0.046 | 0.069 |
| 2018 | -0.015 | 0.065 | 0.053 | -0.138 |
| 2017 | 0.054 | -0.031 | 0.016 | 0.052 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | 0.097 |
| 5 years | 0.149 |