Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.249 | 0 | 45 |
| 1 month | -0.057 | 0 | 67 |
| 3 months | 0.034 | 0 | 24 |
| 1 year | 0.072 | 0 | 57 |
| 3 years | 0.084 | 0 | 23 |
| 5 years | 0.051 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.246 | — |
| 2023 | 0.302 | — |
| 2022 | -0.056 | — |
| 2021 | -0.120 | — |
| 2020 | -0.066 | — |
| 2019 | 0.189 | — |
| 2018 | -0.070 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.130 | 0.172 | — | — |
| 2024 | -0.019 | -0.109 | 0.019 | -0.153 |
| 2023 | 0.053 | 0.102 | -0.031 | 0.159 |
| 2022 | 0.220 | -0.279 | 0.047 | 0.026 |
| 2021 | -0.074 | 0.169 | -0.134 | -0.061 |
| 2020 | -0.454 | 0.248 | 0.018 | 0.347 |
| 2019 | 0.076 | 0.054 | -0.049 | 0.103 |
| 2018 | 0.095 | -0.220 | 0.070 | 0.018 |
| 2017 | -0.016 | 0.181 | -0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.072 |
| 3 years | 0.084 |
| 5 years | 0.051 |