Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 57 |
| 1 month | 0.036 | 0 | 16 |
| 3 months | -0.007 | 0 | 60 |
| 1 year | 0.065 | 0 | 55 |
| 3 years | -0.022 | 0 | 95 |
| 5 years | 0.038 | 0 | 75 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.064 | — |
| 2023 | -0.054 | — |
| 2022 | -0.263 | — |
| 2021 | -0.020 | — |
| 2020 | 0.534 | — |
| 2019 | 0.297 | — |
| 2018 | -0.166 | — |
| 2017 | 0.513 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.018 | 0.064 | 0.071 | -0.083 |
| 2023 | 0.009 | -0.049 | -0.051 | 0.039 |
| 2022 | -0.141 | -0.114 | -0.091 | 0.065 |
| 2021 | -0.026 | 0.098 | -0.057 | -0.027 |
| 2020 | -0.163 | 0.262 | 0.161 | 0.251 |
| 2019 | 0.144 | 0.033 | -0.002 | 0.099 |
| 2018 | 0.012 | -0.008 | -0.071 | -0.106 |
| 2017 | 0.150 | 0.107 | 0.062 | 0.119 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | -0.022 |
| 5 years | 0.038 |