Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 91 |
| 1 month | 0.015 | 0 | 37 |
| 3 months | -0.062 | 0 | 85 |
| 1 year | 0.042 | 0 | 86 |
| 3 years | 0.030 | 0 | 97 |
| 5 years | 0.074 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | 0.143 | — |
| 2022 | -0.155 | — |
| 2021 | 0.131 | — |
| 2020 | 0.157 | — |
| 2019 | 0.271 | — |
| 2018 | -0.073 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.048 | — | — | — |
| 2024 | 0.024 | 0.003 | 0.069 | -0.029 |
| 2023 | 0.049 | 0.023 | -0.056 | 0.128 |
| 2022 | -0.019 | -0.132 | -0.091 | 0.092 |
| 2021 | 0.059 | 0.050 | -0.036 | 0.055 |
| 2020 | -0.186 | 0.185 | 0.040 | 0.153 |
| 2019 | 0.099 | 0.063 | 0.002 | 0.086 |
| 2018 | -0.025 | 0.020 | 0.040 | -0.103 |
| 2017 | 0.029 | 0.038 | 0.047 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.030 |
| 5 years | 0.074 |