Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.138 | 0 | 61 |
| 1 month | -0.106 | 0 | 52 |
| 3 months | -0.138 | 0 | 61 |
| 1 year | -0.108 | 0 | 83 |
| 3 years | 0.000 | 0 | 75 |
| 5 years | 0.102 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.147 | — |
| 2023 | 0.195 | — |
| 2022 | -0.273 | — |
| 2021 | 0.180 | — |
| 2020 | 0.407 | — |
| 2019 | 0.328 | — |
| 2018 | -0.099 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.138 | — | — | — |
| 2024 | 0.108 | 0.028 | -0.061 | 0.073 |
| 2023 | 0.145 | 0.036 | -0.081 | 0.095 |
| 2022 | -0.140 | -0.189 | 0.032 | 0.009 |
| 2021 | -0.007 | 0.052 | 0.020 | 0.107 |
| 2020 | -0.124 | 0.318 | 0.078 | 0.131 |
| 2019 | 0.155 | 0.069 | 0.023 | 0.051 |
| 2018 | -0.030 | 0.043 | 0.056 | -0.157 |
| 2017 | 0.014 | 0.067 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.125 |
| 3 years | -0.007 |
| 5 years | 0.098 |