Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | -0.027 | 0 | — |
| 3 months | -0.002 | 0 | — |
| 1 year | 0.065 | 0 | — |
| 3 years | 0.043 | 0 | — |
| 5 years | 0.120 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.144 | — |
| 2022 | -0.184 | — |
| 2021 | 0.223 | — |
| 2020 | 0.089 | — |
| 2019 | 0.236 | — |
| 2018 | -0.080 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.066 | 0.015 | 0.077 | -0.023 |
| 2023 | 0.039 | 0.048 | -0.046 | 0.101 |
| 2022 | -0.065 | -0.137 | -0.072 | 0.089 |
| 2021 | 0.039 | 0.069 | 0.005 | 0.095 |
| 2020 | -0.197 | 0.156 | 0.073 | 0.094 |
| 2019 | 0.116 | 0.045 | 0.011 | 0.048 |
| 2018 | -0.023 | 0.007 | 0.050 | -0.109 |
| 2017 | 0.040 | 0.041 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.036 |
| 5 years | 0.115 |