Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 30 |
| 1 month | 0.001 | 0 | 55 |
| 3 months | -0.006 | 0 | 23 |
| 1 year | 0.059 | 0 | 15 |
| 3 years | 0.194 | 0 | 16 |
| 5 years | 0.173 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.190 | — |
| 2023 | 0.283 | — |
| 2022 | 0.105 | — |
| 2021 | 0.148 | — |
| 2020 | -0.126 | — |
| 2019 | 0.219 | — |
| 2018 | -0.165 | — |
| 2017 | 0.260 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.115 | 0.047 | -0.036 | 0.057 |
| 2023 | 0.060 | 0.122 | 0.058 | 0.020 |
| 2022 | 0.007 | 0.029 | 0.013 | 0.053 |
| 2021 | 0.139 | 0.016 | 0.029 | -0.036 |
| 2020 | -0.267 | 0.066 | 0.040 | 0.076 |
| 2019 | 0.074 | -0.018 | 0.024 | 0.130 |
| 2018 | -0.063 | 0.012 | 0.048 | -0.160 |
| 2017 | 0.030 | 0.058 | 0.055 | 0.096 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.006 |
| 3 years | 0.173 |
| 5 years | 0.161 |