Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.101 | 0 | — |
| 1 month | -0.049 | 0 | — |
| 3 months | -0.134 | 0 | — |
| 1 year | 0.119 | 0 | — |
| 3 years | 0.151 | 0 | — |
| 5 years | 0.157 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.383 | — |
| 2023 | 0.237 | — |
| 2022 | -0.120 | — |
| 2021 | 0.288 | — |
| 2020 | 0.163 | — |
| 2019 | 0.218 | — |
| 2018 | 0.040 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.141 | 0.059 | 0.048 | 0.091 |
| 2023 | 0.076 | 0.061 | -0.005 | 0.089 |
| 2022 | -0.057 | -0.136 | 0.030 | 0.048 |
| 2021 | 0.055 | 0.077 | 0.026 | 0.106 |
| 2020 | -0.126 | 0.175 | 0.064 | 0.065 |
| 2019 | 0.112 | 0.013 | 0.021 | 0.059 |
| 2018 | 0.030 | 0.054 | 0.056 | -0.094 |
| 2017 | 0.018 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.119 |
| 3 years | 0.151 |
| 5 years | 0.157 |