Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.121 | 0 | 56 |
| 1 month | -0.030 | 0 | 74 |
| 3 months | -0.149 | 0 | 59 |
| 1 year | -0.053 | 0 | 80 |
| 3 years | 0.000 | 0 | 82 |
| 5 years | 0.077 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | 0.143 | — |
| 2022 | -0.182 | — |
| 2021 | 0.156 | — |
| 2020 | 0.083 | — |
| 2019 | 0.333 | — |
| 2018 | -0.139 | — |
| 2017 | 0.121 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.093 | — | — | — |
| 2024 | 0.049 | -0.054 | 0.070 | 0 |
| 2023 | 0.032 | 0.042 | -0.035 | 0.102 |
| 2022 | -0.069 | -0.160 | -0.010 | 0.057 |
| 2021 | 0.114 | 0.045 | -0.023 | 0.017 |
| 2020 | -0.343 | 0.225 | 0.084 | 0.241 |
| 2019 | 0.163 | 0.057 | 0.002 | 0.082 |
| 2018 | -0.012 | 0.054 | 0.030 | -0.197 |
| 2017 | 0.004 | 0.026 | 0.050 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.105 |
| 3 years | -0.018 |
| 5 years | 0.065 |