Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | — |
| 1 month | 0.104 | 0 | — |
| 3 months | 0.187 | 0 | — |
| 1 year | 0.112 | 0 | — |
| 3 years | 0.196 | 0 | — |
| 5 years | 0.175 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.248 | — |
| 2023 | 0.411 | — |
| 2022 | -0.340 | — |
| 2021 | 0.373 | — |
| 2020 | 0.419 | — |
| 2019 | 0.497 | — |
| 2018 | -0.115 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.134 | 0.187 | — | — |
| 2024 | 0.079 | 0.069 | 0.007 | 0.074 |
| 2023 | 0.154 | 0.118 | -0.041 | 0.140 |
| 2022 | -0.110 | -0.216 | -0.087 | 0.036 |
| 2021 | 0.108 | 0.096 | -0.029 | 0.165 |
| 2020 | -0.205 | 0.308 | 0.065 | 0.281 |
| 2019 | 0.222 | 0.015 | 0.048 | 0.152 |
| 2018 | 0.049 | -0.010 | 0.021 | -0.165 |
| 2017 | 0.094 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.112 |
| 3 years | 0.196 |
| 5 years | 0.175 |