Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 97 |
| 1 month | -0.009 | 0 | 86 |
| 3 months | -0.121 | 0 | 99 |
| 1 year | -0.123 | 0 | 92 |
| 3 years | -0.031 | 0 | 87 |
| 5 years | 0.060 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.076 | — |
| 2023 | 0.159 | — |
| 2022 | -0.255 | — |
| 2021 | 0.165 | — |
| 2020 | 0.302 | — |
| 2019 | 0.167 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | — | — | — |
| 2024 | 0.016 | -0.024 | 0.039 | -0.103 |
| 2023 | 0.135 | 0.025 | -0.090 | 0.095 |
| 2022 | -0.118 | -0.182 | -0.070 | 0.110 |
| 2021 | 0.085 | 0.052 | -0.046 | 0.070 |
| 2020 | -0.261 | 0.261 | 0.099 | 0.270 |
| 2019 | 0.125 | 0.007 | -0.047 | 0.081 |
| 2018 | -0.180 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.123 |
| 3 years | -0.031 |
| 5 years | 0.060 |