Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 7 |
| 1 month | 0.020 | 0 | 8 |
| 3 months | -0.015 | 0 | 7 |
| 1 year | 0.145 | 0 | 4 |
| 3 years | 0.171 | 0 | — |
| 5 years | 0.137 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.267 | — |
| 2023 | 0.204 | — |
| 2022 | -0.006 | — |
| 2021 | 0.195 | — |
| 2020 | 0.073 | — |
| 2019 | 0.254 | — |
| 2018 | -0.052 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.149 | -0.009 | 0.086 | 0.025 |
| 2023 | 0.145 | 0.060 | -0.040 | 0.033 |
| 2022 | -0.050 | 0.002 | 0.029 | 0.015 |
| 2021 | 0.028 | 0.050 | 0.010 | 0.097 |
| 2020 | 0.010 | 0.044 | 0.024 | -0.007 |
| 2019 | 0.109 | 0.032 | 0.062 | 0.031 |
| 2018 | -0.055 | 0.045 | 0.040 | -0.077 |
| 2017 | -0.013 | 0.085 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.085 |
| 3 years | 0.150 |
| 5 years | 0.125 |