Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 76 |
| 1 month | 0.005 | 0 | 82 |
| 3 months | -0.094 | 0 | 87 |
| 1 year | 0.026 | 0 | 76 |
| 3 years | 0.057 | 0 | 67 |
| 5 years | 0.072 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.192 | — |
| 2022 | -0.295 | — |
| 2021 | 0.071 | — |
| 2020 | 0.358 | — |
| 2019 | 0.321 | — |
| 2018 | -0.101 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.078 | 0.002 | 0.059 | -0.033 |
| 2023 | 0.073 | 0.064 | -0.081 | 0.135 |
| 2022 | -0.151 | -0.187 | -0.069 | 0.098 |
| 2021 | 0.031 | 0.072 | -0.033 | 0.002 |
| 2020 | -0.187 | 0.275 | 0.119 | 0.171 |
| 2019 | 0.148 | 0.048 | -0.026 | 0.127 |
| 2018 | 0.027 | 0.010 | 0.016 | -0.147 |
| 2017 | 0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.057 |
| 5 years | 0.072 |