Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.086 | 0 | 36 |
| 1 month | -0.033 | 0 | 52 |
| 3 months | -0.120 | 0 | 37 |
| 1 year | 0.034 | 0 | 21 |
| 3 years | 0.043 | 0 | 20 |
| 5 years | 0.128 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | 0.110 | — |
| 2022 | -0.106 | — |
| 2021 | 0.397 | — |
| 2020 | 0.023 | — |
| 2019 | 0.264 | — |
| 2018 | -0.092 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.056 | 0.011 | 0.020 | 0.068 |
| 2023 | 0.064 | 0.055 | -0.044 | 0.034 |
| 2022 | -0.053 | -0.085 | -0.026 | 0.060 |
| 2021 | 0.188 | 0.087 | 0.017 | 0.064 |
| 2020 | -0.261 | 0.180 | -0.005 | 0.180 |
| 2019 | 0.202 | -0.081 | 0.019 | 0.123 |
| 2018 | -0.030 | 0.043 | 0.029 | -0.128 |
| 2017 | -0.019 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.025 |
| 5 years | 0.116 |