Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.098 | 0 | 61 |
| 1 month | -0.035 | 0 | 72 |
| 3 months | -0.120 | 0 | 59 |
| 1 year | 0.012 | 0 | 23 |
| 3 years | 0.059 | 0 | 11 |
| 5 years | 0.121 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.210 | — |
| 2023 | 0.172 | — |
| 2022 | -0.126 | — |
| 2021 | 0.313 | — |
| 2020 | 0.127 | — |
| 2019 | 0.323 | — |
| 2018 | -0.068 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.066 | — | — | — |
| 2024 | 0.115 | 0.013 | 0.029 | 0.040 |
| 2023 | 0.050 | 0.054 | -0.010 | 0.071 |
| 2022 | -0.027 | -0.106 | -0.006 | 0.011 |
| 2021 | 0.100 | 0.068 | 0.021 | 0.096 |
| 2020 | -0.163 | 0.185 | 0.035 | 0.097 |
| 2019 | 0.160 | 0.037 | 0.029 | 0.069 |
| 2018 | -0.019 | 0.058 | 0.049 | -0.144 |
| 2017 | 0.015 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | 0.032 |
| 5 years | 0.106 |