Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.022 | 0 | — |
| 1 month | 0.002 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.044 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.118 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.160 | — |
| 2022 | -0.105 | — |
| 2021 | 0.254 | — |
| 2020 | 0.012 | — |
| 2019 | 0.291 | — |
| 2018 | -0.138 | — |
| 2017 | 0.116 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | — | — | — |
| 2024 | 0.080 | 0.005 | 0.041 | -0.034 |
| 2023 | 0.115 | 0.019 | -0.044 | 0.068 |
| 2022 | -0.071 | -0.089 | -0.033 | 0.094 |
| 2021 | 0.089 | 0.067 | 0.015 | 0.063 |
| 2020 | -0.237 | 0.194 | -0.010 | 0.121 |
| 2019 | 0.116 | 0.053 | 0.025 | 0.072 |
| 2018 | -0.042 | 0.045 | -0.006 | -0.135 |
| 2017 | 0.057 | 0.005 | 0.039 | 0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.078 |
| 5 years | 0.118 |