Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | 77 |
| 1 month | -0.060 | 0 | 96 |
| 3 months | -0.137 | 0 | 80 |
| 1 year | -0.023 | 0 | 88 |
| 3 years | 0.034 | 0 | 80 |
| 5 years | 0.101 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.131 | — |
| 2022 | -0.127 | — |
| 2021 | 0.267 | — |
| 2020 | 0.099 | — |
| 2019 | 0.293 | — |
| 2018 | -0.093 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.087 | 0.009 | 0.028 | 0.028 |
| 2023 | 0.041 | 0.045 | -0.014 | 0.054 |
| 2022 | -0.051 | -0.101 | -0.019 | 0.043 |
| 2021 | 0.104 | 0.066 | 0.010 | 0.065 |
| 2020 | -0.211 | 0.200 | 0.039 | 0.117 |
| 2019 | 0.140 | 0.022 | 0.029 | 0.078 |
| 2018 | -0.040 | 0.056 | 0.023 | -0.126 |
| 2017 | 0.021 | 0.030 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.033 |
| 5 years | 0.100 |