Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 36 |
| 1 month | -0.040 | 0 | 54 |
| 3 months | -0.124 | 0 | 55 |
| 1 year | -0.028 | 0 | 90 |
| 3 years | 0.069 | 0 | 33 |
| 5 years | 0.039 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.130 | — |
| 2023 | 0.336 | — |
| 2022 | -0.395 | — |
| 2021 | -0.004 | — |
| 2020 | 0.432 | — |
| 2019 | 0.323 | — |
| 2018 | -0.110 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.097 | 0.013 | -0.024 | 0.042 |
| 2023 | 0.140 | 0.045 | -0.036 | 0.164 |
| 2022 | -0.240 | -0.223 | -0.001 | 0.026 |
| 2021 | 0.076 | 0.108 | -0.069 | -0.102 |
| 2020 | -0.179 | 0.444 | 0.007 | 0.199 |
| 2019 | 0.158 | 0.021 | 0.035 | 0.081 |
| 2018 | -0.002 | 0.027 | -0.036 | -0.100 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.069 |
| 5 years | 0.039 |