Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 81 |
| 1 month | -0.019 | 0 | 50 |
| 3 months | -0.097 | 0 | 80 |
| 1 year | 0.038 | 0 | 19 |
| 3 years | 0.059 | 0 | 13 |
| 5 years | 0.102 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.132 | — |
| 2022 | -0.085 | — |
| 2021 | 0.207 | — |
| 2020 | 0.080 | — |
| 2019 | 0.217 | — |
| 2018 | -0.057 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.073 | 0.027 | 0.011 | 0.044 |
| 2023 | 0.024 | 0.033 | 0.004 | 0.065 |
| 2022 | -0.018 | -0.085 | 0.013 | 0.005 |
| 2021 | 0.040 | 0.066 | 0.031 | 0.056 |
| 2020 | -0.155 | 0.156 | 0.027 | 0.075 |
| 2019 | 0.099 | 0.049 | 0.022 | 0.032 |
| 2018 | -0.046 | 0.058 | 0.049 | -0.108 |
| 2017 | 0.053 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.059 |
| 5 years | 0.102 |