Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.161 | 0 | 90 |
| 1 month | -0.057 | 0 | 65 |
| 3 months | -0.183 | 0 | 90 |
| 1 year | -0.002 | 0 | 77 |
| 3 years | 0.065 | 0 | 65 |
| 5 years | 0.132 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.319 | — |
| 2023 | 0.230 | — |
| 2022 | -0.145 | — |
| 2021 | 0.395 | — |
| 2020 | 0.089 | — |
| 2019 | 0.325 | — |
| 2018 | -0.046 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | — | — | — |
| 2024 | 0.130 | 0.054 | -0.001 | 0.108 |
| 2023 | 0.047 | 0.097 | 0.014 | 0.056 |
| 2022 | -0.015 | -0.134 | 0.039 | -0.035 |
| 2021 | 0.118 | 0.074 | 0.046 | 0.111 |
| 2020 | -0.172 | 0.175 | 0.058 | 0.058 |
| 2019 | 0.158 | 0.021 | 0.057 | 0.060 |
| 2018 | -0.060 | 0.106 | 0.063 | -0.137 |
| 2017 | 0.015 | 0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.065 |
| 5 years | 0.132 |