Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | — |
| 1 month | -0.008 | 0 | — |
| 3 months | -0.114 | 0 | — |
| 1 year | 0.021 | 0 | — |
| 3 years | 0.020 | 0 | — |
| 5 years | 0.053 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.109 | — |
| 2023 | 0.297 | — |
| 2022 | -0.413 | — |
| 2021 | 0.221 | — |
| 2020 | 0.320 | — |
| 2019 | 0.332 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.065 | -0.017 | 0.031 | 0.026 |
| 2023 | 0.134 | 0.076 | -0.046 | 0.113 |
| 2022 | -0.148 | -0.247 | -0.065 | -0.021 |
| 2021 | 0.015 | 0.127 | 0.022 | 0.044 |
| 2020 | -0.151 | 0.272 | 0.098 | 0.113 |
| 2019 | 0.167 | 0.041 | -0.006 | 0.103 |
| 2018 | -0.139 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.020 |
| 5 years | 0.053 |