Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | — |
| 1 month | -0.031 | 0 | — |
| 3 months | -0.096 | 0 | — |
| 1 year | -0.019 | 0 | — |
| 3 years | 0.022 | 0 | — |
| 5 years | 0.078 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.143 | — |
| 2022 | -0.187 | — |
| 2021 | 0.231 | — |
| 2020 | 0.110 | — |
| 2019 | 0.232 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.080 | 0.019 | 0.010 | -0.004 |
| 2023 | 0.058 | 0.036 | -0.034 | 0.079 |
| 2022 | -0.072 | -0.113 | -0.043 | 0.031 |
| 2021 | 0.071 | 0.061 | 0.016 | 0.067 |
| 2020 | -0.167 | 0.150 | 0.054 | 0.100 |
| 2019 | 0.118 | 0.020 | 0.013 | 0.066 |
| 2018 | 0.020 | -0.126 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.022 |
| 5 years | 0.078 |