Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 64 |
| 1 month | -0.023 | 0 | 100 |
| 3 months | -0.075 | 0 | 69 |
| 1 year | 0.016 | 0 | 83 |
| 3 years | 0.095 | 0 | 28 |
| 5 years | 0.133 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.191 | — |
| 2023 | 0.208 | — |
| 2022 | -0.067 | — |
| 2021 | 0.179 | — |
| 2020 | 0.157 | — |
| 2019 | 0.251 | — |
| 2018 | 0.002 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.009 | — | — | — |
| 2024 | 0.188 | 0.032 | 0.002 | -0.030 |
| 2023 | -0.012 | 0.102 | 0.002 | 0.108 |
| 2022 | 0.023 | -0.091 | -0.099 | 0.113 |
| 2021 | 0.018 | 0.110 | -0.009 | 0.053 |
| 2020 | -0.140 | 0.201 | 0.115 | 0.005 |
| 2019 | 0.103 | 0.040 | 0.011 | 0.078 |
| 2018 | 0.016 | 0.029 | 0.048 | -0.085 |
| 2017 | 0.075 | 0.045 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.095 |
| 5 years | 0.133 |