Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 66 |
| 1 month | -0.009 | 0 | 36 |
| 3 months | -0.172 | 0 | 94 |
| 1 year | 0.077 | 0 | 9 |
| 3 years | 0.096 | 0 | 11 |
| 5 years | 0.097 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.285 | — |
| 2023 | 0.314 | — |
| 2022 | -0.397 | — |
| 2021 | 0.046 | — |
| 2020 | 0.968 | — |
| 2019 | 0.307 | — |
| 2018 | 0.040 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | — | — | — |
| 2024 | 0.104 | 0.038 | -0.012 | 0.136 |
| 2023 | 0.137 | 0.065 | -0.046 | 0.138 |
| 2022 | -0.183 | -0.244 | 0.033 | -0.056 |
| 2021 | -0.053 | 0.170 | -0.033 | -0.024 |
| 2020 | 0.037 | 0.422 | 0.172 | 0.139 |
| 2019 | 0.137 | 0.055 | -0.034 | 0.129 |
| 2018 | 0.001 | 0.200 | 0.015 | -0.147 |
| 2017 | 0.057 | 0.071 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.096 |
| 5 years | 0.097 |