Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 85 |
| 1 month | 0.009 | 0 | 99 |
| 3 months | -0.028 | 0 | 97 |
| 1 year | 0.069 | 0 | 41 |
| 3 years | 0.184 | 0 | 64 |
| 5 years | 0.261 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.303 | — |
| 2023 | 0.370 | — |
| 2022 | -0.033 | — |
| 2021 | 0.378 | — |
| 2020 | 0.254 | — |
| 2019 | -0.012 | — |
| 2018 | -0.176 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.104 | — | — | — |
| 2024 | 0.022 | 0.242 | 0.076 | -0.046 |
| 2023 | -0.062 | 0.174 | 0.095 | 0.136 |
| 2022 | -0.073 | -0.090 | 0.144 | 0.002 |
| 2021 | 0.109 | 0.104 | 0.121 | 0.004 |
| 2020 | -0.253 | 0.239 | 0.137 | 0.192 |
| 2019 | 0.026 | -0.033 | -0.030 | 0.027 |
| 2018 | -0.126 | -0.026 | -0.048 | 0.016 |
| 2017 | 0.036 | 0.054 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.184 |
| 5 years | 0.261 |