Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | — |
| 1 month | -0.019 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | 0.014 | 0 | — |
| 3 years | 0.211 | 0 | — |
| 5 years | 0.226 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.278 | — |
| 2023 | 0.349 | — |
| 2022 | 0.182 | — |
| 2021 | 0.271 | — |
| 2020 | -0.175 | — |
| 2019 | 0.087 | — |
| 2018 | -0.174 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.215 | 0.006 | -0.050 | 0.100 |
| 2023 | 0.071 | 0.168 | 0.091 | -0.012 |
| 2022 | 0.102 | 0.033 | -0.037 | 0.078 |
| 2021 | 0.248 | 0.011 | 0.050 | -0.040 |
| 2020 | -0.285 | 0.045 | -0.026 | 0.135 |
| 2019 | 0.058 | -0.045 | -0.005 | 0.081 |
| 2018 | -0.071 | -0.012 | 0.077 | -0.165 |
| 2017 | 0.037 | 0.090 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.211 |
| 5 years | 0.226 |