Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 83 |
| 1 month | 0.027 | 0 | 61 |
| 3 months | -0.028 | 0 | 96 |
| 1 year | -0.011 | 0 | 83 |
| 3 years | 0.215 | 0 | 18 |
| 5 years | 0.299 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.242 | — |
| 2023 | 0.396 | — |
| 2022 | 0.151 | — |
| 2021 | 0.417 | — |
| 2020 | 0.261 | — |
| 2019 | 0.025 | — |
| 2018 | -0.060 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.126 | — | — | — |
| 2024 | 0.062 | 0.180 | 0.050 | -0.056 |
| 2023 | -0.051 | 0.179 | 0.109 | 0.125 |
| 2022 | -0.018 | -0.028 | 0.172 | 0.029 |
| 2021 | 0.104 | 0.132 | 0.125 | 0.008 |
| 2020 | -0.236 | 0.198 | 0.158 | 0.190 |
| 2019 | 0.036 | -0.004 | -0.061 | 0.058 |
| 2018 | -0.076 | 0.007 | -0.029 | 0.039 |
| 2017 | 0.072 | 0.024 | 0.100 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.011 |
| 3 years | 0.215 |
| 5 years | 0.299 |