Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | 53 |
| 1 month | -0.001 | 0 | 5 |
| 3 months | -0.083 | 0 | 11 |
| 1 year | -0.205 | 0 | 100 |
| 3 years | -0.127 | 0 | 100 |
| 5 years | -0.015 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.208 | — |
| 2023 | -0.068 | — |
| 2022 | -0.105 | — |
| 2021 | -0.057 | — |
| 2020 | 0.640 | — |
| 2019 | 0.482 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.090 | — | — | — |
| 2024 | -0.094 | 0.004 | 0.021 | -0.147 |
| 2023 | 0.037 | -0.026 | -0.117 | 0.045 |
| 2022 | -0.029 | -0.147 | 0.096 | -0.014 |
| 2021 | -0.020 | -0.020 | -0.037 | 0.020 |
| 2020 | -0.075 | 0.169 | 0.236 | 0.226 |
| 2019 | 0.178 | 0.120 | 0.060 | 0.060 |
| 2018 | 0.075 | 0.006 | -0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.205 |
| 3 years | -0.127 |
| 5 years | -0.015 |