Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | — |
| 1 month | 0.032 | 0 | — |
| 3 months | 0.026 | 0 | — |
| 1 year | 0.066 | 0 | — |
| 3 years | 0.146 | 0 | — |
| 5 years | 0.210 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.223 | — |
| 2022 | 0.030 | — |
| 2021 | 0.287 | — |
| 2020 | 0.113 | — |
| 2019 | 0.095 | — |
| 2018 | -0.078 | — |
| 2017 | 0.376 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.055 | 0.112 | 0.070 | -0.071 |
| 2023 | -0.043 | 0.114 | 0.029 | 0.114 |
| 2022 | -0.010 | -0.101 | 0.112 | 0.041 |
| 2021 | 0.056 | 0.087 | 0.121 | 0 |
| 2020 | -0.291 | 0.170 | 0.093 | 0.227 |
| 2019 | 0.058 | 0.006 | -0.021 | 0.050 |
| 2018 | -0.062 | 0.033 | -0.050 | 0.002 |
| 2017 | 0.134 | 0.042 | 0.037 | 0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.146 |
| 5 years | 0.210 |