Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.136 | 0 | 58 |
| 1 month | -0.030 | 0 | 53 |
| 3 months | -0.164 | 0 | 52 |
| 1 year | -0.029 | 0 | 36 |
| 3 years | 0.085 | 0 | 40 |
| 5 years | 0.121 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.274 | — |
| 2023 | 0.170 | — |
| 2022 | -0.055 | — |
| 2021 | 0.290 | — |
| 2020 | 0.010 | — |
| 2019 | 0.295 | — |
| 2018 | -0.028 | — |
| 2017 | 0.103 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.138 | 0.019 | 0.016 | 0.081 |
| 2023 | 0.061 | 0.105 | -0.024 | 0.023 |
| 2022 | -0.021 | -0.074 | 0.023 | 0.020 |
| 2021 | 0.122 | 0.040 | 0.017 | 0.087 |
| 2020 | -0.165 | 0.100 | 0.047 | 0.050 |
| 2019 | 0.145 | 0.032 | 0.058 | 0.036 |
| 2018 | 0.002 | 0.070 | 0.032 | -0.122 |
| 2017 | 0.043 | -0.006 | 0.014 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.085 |
| 5 years | 0.121 |