Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 59 |
| 1 month | 0.009 | 0 | 76 |
| 3 months | -0.071 | 0 | 64 |
| 1 year | 0.067 | 0 | 42 |
| 3 years | 0.117 | 0 | 12 |
| 5 years | 0.124 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.174 | — |
| 2023 | 0.317 | — |
| 2022 | -0.267 | — |
| 2021 | 0.282 | — |
| 2020 | 0.215 | — |
| 2019 | 0.304 | — |
| 2018 | -0.026 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.116 | 0.059 | 0.017 | -0.023 |
| 2023 | 0.102 | 0.101 | -0.042 | 0.133 |
| 2022 | -0.117 | -0.192 | -0.063 | 0.096 |
| 2021 | 0.012 | 0.125 | 0.008 | 0.118 |
| 2020 | -0.144 | 0.210 | 0.103 | 0.064 |
| 2019 | 0.152 | 0.036 | -0.001 | 0.093 |
| 2018 | 0.001 | 0.019 | 0.072 | -0.109 |
| 2017 | 0.040 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.087 |
| 5 years | 0.106 |