Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | — |
| 1 month | 0.043 | 0 | — |
| 3 months | -0.048 | 0 | — |
| 1 year | -0.012 | 0 | — |
| 3 years | 0.161 | 0 | — |
| 5 years | 0.335 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.494 | — |
| 2022 | 0.047 | — |
| 2021 | 0.715 | — |
| 2020 | 0.194 | — |
| 2019 | -0.121 | — |
| 2018 | -0.288 | — |
| 2017 | 0.463 | — |
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 | 0.110 | 0.138 |
| 2022 | 0.000 | -0.099 | 0.179 | -0.014 |
| 2021 | 0.114 | 0.273 | 0.160 | 0.043 |
| 2020 | -0.313 | 0.220 | 0.138 | 0.251 |
| 2019 | 0.052 | -0.069 | -0.092 | -0.011 |
| 2018 | -0.134 | -0.077 | -0.129 | 0.023 |
| 2017 | 0.126 | 0.079 | 0.005 | 0.198 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.161 |
| 5 years | 0.335 |