Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | 0 | 20 |
| 1 month | 0.002 | 0 | 81 |
| 3 months | -0.006 | 0 | 21 |
| 1 year | 0.114 | 0 | 29 |
| 3 years | 0.114 | 0 | 9 |
| 5 years | 0.135 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.148 | — |
| 2022 | -0.067 | — |
| 2021 | 0.120 | — |
| 2020 | 0.113 | — |
| 2019 | 0.321 | — |
| 2018 | -0.116 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.093 | -0.026 | 0.103 | -0.034 |
| 2023 | 0.082 | 0.024 | -0.054 | 0.095 |
| 2022 | -0.028 | -0.117 | -0.055 | 0.151 |
| 2021 | 0.080 | 0.038 | -0.035 | 0.035 |
| 2020 | -0.260 | 0.174 | 0.073 | 0.193 |
| 2019 | 0.108 | 0.049 | 0.004 | 0.133 |
| 2018 | -0.055 | 0.038 | 0.030 | -0.125 |
| 2017 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.114 |
| 3 years | 0.114 |
| 5 years | 0.135 |