Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 50 |
| 1 month | -0.044 | 0 | 73 |
| 3 months | -0.124 | 0 | 53 |
| 1 year | -0.009 | 0 | 81 |
| 3 years | 0.039 | 0 | 75 |
| 5 years | 0.105 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.158 | — |
| 2023 | 0.134 | — |
| 2022 | -0.129 | — |
| 2021 | 0.269 | — |
| 2020 | 0.099 | — |
| 2019 | 0.294 | — |
| 2018 | -0.099 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.051 | — | — | — |
| 2024 | 0.087 | 0.008 | 0.028 | 0.028 |
| 2023 | 0.039 | 0.049 | -0.014 | 0.055 |
| 2022 | -0.048 | -0.106 | -0.016 | 0.040 |
| 2021 | 0.104 | 0.064 | 0.013 | 0.066 |
| 2020 | -0.211 | 0.199 | 0.040 | 0.117 |
| 2019 | 0.141 | 0.022 | 0.029 | 0.078 |
| 2018 | -0.040 | 0.055 | 0.020 | -0.128 |
| 2017 | 0.021 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.037 |
| 5 years | 0.104 |