Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 22 |
| 1 month | -0.019 | 0 | 23 |
| 3 months | -0.137 | 0 | 43 |
| 1 year | 0.148 | 0 | 3 |
| 3 years | 0.129 | 0 | 3 |
| 5 years | 0.132 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.412 | — |
| 2023 | 0.223 | — |
| 2022 | -0.264 | — |
| 2021 | 0.236 | — |
| 2020 | 0.301 | — |
| 2019 | 0.361 | — |
| 2018 | 0.008 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.166 | 0.028 | 0.017 | 0.158 |
| 2023 | 0.079 | 0.060 | -0.020 | 0.091 |
| 2022 | -0.146 | -0.132 | 0.030 | -0.036 |
| 2021 | 0.024 | 0.086 | 0.028 | 0.082 |
| 2020 | -0.108 | 0.241 | 0.053 | 0.116 |
| 2019 | 0.195 | 0.067 | 0.030 | 0.037 |
| 2018 | -0.022 | 0.088 | 0.065 | -0.110 |
| 2017 | 0.011 | 0.008 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.107 |
| 5 years | 0.118 |