Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | — |
| 1 month | -0.144 | 0 | — |
| 3 months | -0.094 | 0 | — |
| 1 year | -0.072 | 0 | — |
| 3 years | 0.075 | 0 | — |
| 5 years | 0.204 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | -0.007 | — |
| 2022 | 0.542 | — |
| 2021 | 0.434 | — |
| 2020 | -0.216 | — |
| 2019 | 0.071 | — |
| 2018 | -0.122 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.097 | — | — | — |
| 2024 | 0.122 | 0.005 | -0.035 | 0.043 |
| 2023 | -0.041 | -0.029 | 0.140 | -0.065 |
| 2022 | 0.298 | -0.015 | 0.052 | 0.146 |
| 2021 | 0.226 | 0.079 | 0.044 | 0.038 |
| 2020 | -0.346 | 0.102 | -0.118 | 0.234 |
| 2019 | 0.106 | -0.027 | -0.047 | 0.045 |
| 2018 | -0.009 | 0.124 | -0.028 | -0.189 |
| 2017 | -0.144 | 0.025 | 0.086 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.072 |
| 3 years | 0.075 |
| 5 years | 0.204 |