Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 32 |
| 1 month | 0.005 | 0 | 80 |
| 3 months | -0.074 | 0 | 32 |
| 1 year | 0.096 | 0 | 44 |
| 3 years | 0.141 | 0 | 21 |
| 5 years | 0.186 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.177 | — |
| 2023 | 0.452 | — |
| 2022 | -0.229 | — |
| 2021 | 0.234 | — |
| 2020 | 0.453 | — |
| 2019 | 0.449 | — |
| 2018 | -0.034 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | — | — | — |
| 2024 | 0.067 | 0.053 | 0.041 | 0.006 |
| 2023 | 0.192 | 0.063 | -0.022 | 0.172 |
| 2022 | -0.056 | -0.185 | -0.045 | 0.049 |
| 2021 | 0.107 | 0.063 | -0.008 | 0.057 |
| 2020 | -0.138 | 0.269 | 0.098 | 0.209 |
| 2019 | 0.177 | 0.041 | 0.044 | 0.132 |
| 2018 | 0.022 | 0.022 | 0.051 | -0.120 |
| 2017 | 0.056 | 0.063 | 0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.141 |
| 5 years | 0.186 |