Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 23 |
| 1 month | -0.063 | 0 | 29 |
| 3 months | -0.028 | 0 | 23 |
| 1 year | 0.012 | 0 | 48 |
| 3 years | -0.017 | 0 | 78 |
| 5 years | 0.154 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.008 | — |
| 2023 | 0.168 | — |
| 2022 | -0.259 | — |
| 2021 | 0.118 | — |
| 2020 | 0.632 | — |
| 2019 | 0.372 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | -0.047 | 0.038 | 0.060 | -0.054 |
| 2023 | 0.178 | 0.064 | -0.113 | 0.051 |
| 2022 | -0.122 | -0.151 | -0.071 | 0.070 |
| 2021 | 0.025 | 0.034 | -0.033 | 0.091 |
| 2020 | -0.255 | 0.326 | 0.161 | 0.423 |
| 2019 | 0.102 | 0.067 | 0.018 | 0.146 |
| 2018 | -0.162 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | -0.017 |
| 5 years | 0.154 |