Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 28 |
| 1 month | 0.013 | 0 | 19 |
| 3 months | -0.026 | 0 | 26 |
| 1 year | 0.085 | 0 | 9 |
| 3 years | 0.002 | 0 | 36 |
| 5 years | 0.057 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.078 | — |
| 2023 | 0.030 | — |
| 2022 | -0.241 | — |
| 2021 | 0.217 | — |
| 2020 | 0.099 | — |
| 2019 | 0.295 | — |
| 2018 | -0.151 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.053 | -0.001 | 0.060 | -0.034 |
| 2023 | 0.080 | 0.001 | -0.057 | 0.010 |
| 2022 | -0.099 | -0.143 | -0.070 | 0.057 |
| 2021 | 0.084 | 0.085 | -0.015 | 0.051 |
| 2020 | -0.148 | 0.100 | 0.080 | 0.085 |
| 2019 | 0.124 | 0.061 | 0.019 | 0.066 |
| 2018 | -0.024 | 0.047 | 0.013 | -0.179 |
| 2017 | 0.072 | 0.045 | 0.044 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | -0.015 |
| 5 years | 0.046 |