Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 81 |
| 1 month | -0.001 | 0 | 42 |
| 3 months | -0.048 | 0 | 79 |
| 1 year | 0.098 | 0 | 22 |
| 3 years | 0.050 | 0 | 55 |
| 5 years | 0.092 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.110 | — |
| 2022 | -0.094 | — |
| 2021 | 0.250 | — |
| 2020 | -0.136 | — |
| 2019 | 0.249 | — |
| 2018 | -0.094 | — |
| 2017 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.030 | 0.044 | 0.056 | 0.022 |
| 2023 | 0.041 | 0.025 | 0.002 | 0.038 |
| 2022 | -0.044 | -0.052 | -0.086 | 0.094 |
| 2021 | 0.107 | 0.049 | 0.015 | 0.060 |
| 2020 | -0.273 | 0.058 | -0.012 | 0.137 |
| 2019 | 0.113 | -0.019 | 0.033 | 0.107 |
| 2018 | -0.049 | 0.104 | -0.019 | -0.120 |
| 2017 | 0.031 | -0.003 | 0.003 | -0.016 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.046 |
| 5 years | 0.090 |