Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 30 |
| 1 month | -0.065 | 0 | 98 |
| 3 months | -0.107 | 0 | 33 |
| 1 year | -0.107 | 0 | 100 |
| 3 years | -0.041 | 0 | 100 |
| 5 years | 0.035 | 0 | 99 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.089 | — |
| 2023 | 0.211 | — |
| 2022 | -0.230 | — |
| 2021 | 0.247 | — |
| 2020 | 0.123 | — |
| 2019 | 0.362 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.014 | -0.065 | 0.010 | -0.048 |
| 2023 | 0.083 | 0.033 | -0.042 | 0.130 |
| 2022 | -0.050 | -0.170 | -0.049 | 0.026 |
| 2021 | 0.065 | 0.015 | 0.012 | 0.141 |
| 2020 | -0.171 | 0.139 | 0.095 | 0.085 |
| 2019 | 0.185 | 0.028 | 0.001 | 0.117 |
| 2018 | 0.079 | 0.084 | -0.147 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.152 |
| 3 years | -0.057 |
| 5 years | 0.024 |