Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | — |
| 1 month | 0.001 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | 0.159 | 0 | — |
| 3 years | 0.136 | 0 | — |
| 5 years | 0.143 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.230 | — |
| 2023 | 0.204 | — |
| 2022 | -0.113 | — |
| 2021 | 0.269 | — |
| 2020 | 0.045 | — |
| 2019 | 0.192 | — |
| 2018 | -0.066 | — |
| 2017 | 0.059 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.078 | -0.022 | 0.089 | 0.072 |
| 2023 | 0.107 | 0.034 | -0.033 | 0.088 |
| 2022 | -0.058 | -0.118 | 0.008 | 0.059 |
| 2021 | 0.097 | 0.069 | 0.026 | 0.055 |
| 2020 | -0.195 | 0.110 | 0.051 | 0.111 |
| 2019 | 0.115 | 0.022 | 0.012 | 0.034 |
| 2018 | -0.043 | 0.060 | 0.006 | -0.085 |
| 2017 | 0.016 | -0.016 | 0.019 | 0.039 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.159 |
| 3 years | 0.136 |
| 5 years | 0.143 |