Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.049 | 0 | 26 |
| 1 month | 0.016 | 0 | 33 |
| 3 months | 0.028 | 0 | 36 |
| 1 year | 0.153 | 0 | 2 |
| 3 years | 0.037 | 0 | 43 |
| 5 years | 0.058 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.057 | — |
| 2022 | -0.231 | — |
| 2021 | -0.024 | — |
| 2020 | 0.197 | — |
| 2019 | 0.192 | — |
| 2018 | -0.154 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | 0.019 | 0.065 | 0.117 | -0.068 |
| 2023 | 0.049 | -0.011 | -0.043 | 0.065 |
| 2022 | -0.073 | -0.132 | -0.139 | 0.109 |
| 2021 | 0.041 | 0.049 | -0.087 | -0.021 |
| 2020 | -0.227 | 0.197 | 0.124 | 0.150 |
| 2019 | 0.097 | 0.002 | -0.041 | 0.131 |
| 2018 | 0.008 | -0.090 | -0.014 | -0.064 |
| 2017 | 0.068 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.153 |
| 3 years | 0.037 |
| 5 years | 0.058 |