Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 35 |
| 1 month | -0.046 | 0 | 78 |
| 3 months | -0.120 | 0 | 47 |
| 1 year | 0.050 | 0 | 27 |
| 3 years | 0.084 | 0 | 12 |
| 5 years | 0.126 | 0 | 19 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.254 | — |
| 2023 | 0.164 | — |
| 2022 | -0.147 | — |
| 2021 | 0.267 | — |
| 2020 | 0.116 | — |
| 2019 | 0.300 | — |
| 2018 | -0.044 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.123 | 0.037 | 0.015 | 0.062 |
| 2023 | 0.043 | 0.062 | -0.011 | 0.062 |
| 2022 | -0.066 | -0.107 | 0.000 | 0.024 |
| 2021 | 0.099 | 0.057 | 0.008 | 0.082 |
| 2020 | -0.194 | 0.193 | 0.045 | 0.112 |
| 2019 | 0.147 | 0.027 | 0.041 | 0.060 |
| 2018 | -0.026 | 0.054 | 0.054 | -0.116 |
| 2017 | 0.038 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.084 |
| 5 years | 0.126 |