Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.058 | 0 | 39 |
| 1 month | -0.023 | 0 | 49 |
| 3 months | -0.104 | 0 | 45 |
| 1 year | 0.043 | 0 | 30 |
| 3 years | 0.074 | 0 | 32 |
| 5 years | 0.126 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.190 | — |
| 2023 | 0.161 | — |
| 2022 | -0.061 | — |
| 2021 | 0.260 | — |
| 2020 | 0.076 | — |
| 2019 | 0.174 | — |
| 2018 | -0.056 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.092 | 0.030 | -0.003 | 0.061 |
| 2023 | 0.038 | 0.039 | 0.014 | 0.062 |
| 2022 | 0.006 | -0.087 | 0.017 | 0.005 |
| 2021 | 0.067 | 0.070 | 0.024 | 0.077 |
| 2020 | -0.157 | 0.164 | 0.025 | 0.070 |
| 2019 | 0.082 | 0.051 | 0.031 | 0.001 |
| 2018 | -0.053 | 0.082 | 0.049 | -0.122 |
| 2017 | 0.006 | 0.019 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.074 |
| 5 years | 0.126 |