Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 95 |
| 1 month | 0.020 | 0 | 91 |
| 3 months | 0.054 | 0 | 100 |
| 1 year | 0.006 | 0 | 96 |
| 3 years | 0.116 | 0 | 95 |
| 5 years | 0.126 | 0 | 77 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.212 | — |
| 2023 | 0.281 | — |
| 2022 | -0.134 | — |
| 2021 | 0.334 | — |
| 2020 | 0.132 | — |
| 2019 | 0.355 | — |
| 2018 | 0.008 | — |
| 2017 | 0.223 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | 0.003 | — | — |
| 2024 | 0.120 | -0.038 | 0.041 | 0.081 |
| 2023 | 0.128 | 0.104 | -0.025 | 0.054 |
| 2022 | -0.093 | -0.071 | 0.068 | -0.038 |
| 2021 | 0.046 | 0.097 | 0.042 | 0.116 |
| 2020 | -0.022 | 0.087 | 0.067 | -0.003 |
| 2019 | 0.135 | 0.046 | 0.092 | 0.044 |
| 2018 | -0.041 | 0.092 | 0.041 | -0.075 |
| 2017 | 0.094 | 0.042 | -0.022 | 0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.114 |
| 5 years | 0.125 |