Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.212 | 0 | 83 |
| 1 month | -0.133 | 0 | 67 |
| 3 months | -0.220 | 0 | 91 |
| 1 year | -0.151 | 0 | 62 |
| 3 years | -0.019 | 0 | 35 |
| 5 years | 0.208 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.280 | — |
| 2023 | 0.207 | — |
| 2022 | -0.125 | — |
| 2021 | 0.656 | — |
| 2020 | 0.157 | — |
| 2019 | -0.021 | — |
| 2018 | -0.169 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.091 | — | — | — |
| 2024 | 0.236 | 0.033 | -0.053 | 0.059 |
| 2023 | 0.036 | 0.145 | 0.087 | -0.065 |
| 2022 | 0.115 | -0.024 | -0.051 | -0.153 |
| 2021 | 0.159 | 0.263 | 0.036 | 0.092 |
| 2020 | -0.306 | 0.257 | 0.111 | 0.194 |
| 2019 | 0.027 | -0.036 | 0.045 | -0.054 |
| 2018 | 0.028 | -0.152 | 0.112 | -0.143 |
| 2017 | 0.004 | 0.175 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.151 |
| 3 years | -0.019 |
| 5 years | 0.208 |