Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 54 |
| 1 month | 0.026 | 0 | 62 |
| 3 months | 0.015 | 0 | 32 |
| 1 year | 0.034 | 0 | 82 |
| 3 years | 0.168 | 0 | 71 |
| 5 years | 0.262 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.232 | — |
| 2023 | 0.338 | — |
| 2022 | 0.010 | — |
| 2021 | 0.502 | — |
| 2020 | 0.166 | — |
| 2019 | 0.139 | — |
| 2018 | -0.099 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.058 | 0.145 | 0.078 | -0.056 |
| 2023 | -0.047 | 0.142 | 0.103 | 0.115 |
| 2022 | -0.011 | -0.123 | 0.136 | 0.025 |
| 2021 | 0.120 | 0.166 | 0.131 | 0.016 |
| 2020 | -0.255 | 0.199 | 0.081 | 0.207 |
| 2019 | 0.047 | 0.023 | -0.009 | 0.072 |
| 2018 | -0.086 | -0.003 | -0.029 | 0.018 |
| 2017 | 0.025 | 0.104 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.168 |
| 5 years | 0.262 |