Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | — |
| 1 month | 0.044 | 0 | — |
| 3 months | -0.144 | 0 | — |
| 1 year | 0.015 | 0 | — |
| 3 years | 0.147 | 0 | — |
| 5 years | 0.350 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.488 | — |
| 2022 | 0.046 | — |
| 2021 | 0.713 | — |
| 2020 | 0.192 | — |
| 2019 | -0.124 | — |
| 2018 | -0.291 | — |
| 2017 | 0.448 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.144 | — | — | — |
| 2024 | -0.044 | 0.189 | 0.048 | -0.048 |
| 2023 | -0.010 | 0.194 | 0.109 | 0.136 |
| 2022 | -0.001 | -0.099 | 0.179 | -0.015 |
| 2021 | 0.114 | 0.272 | 0.160 | 0.043 |
| 2020 | -0.313 | 0.219 | 0.138 | 0.250 |
| 2019 | 0.050 | -0.069 | -0.093 | -0.012 |
| 2018 | -0.135 | -0.078 | -0.130 | 0.022 |
| 2017 | 0.120 | 0.076 | 0.004 | 0.196 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.147 |
| 5 years | 0.350 |