Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 23 |
| 1 month | -0.037 | 0 | 54 |
| 3 months | -0.002 | 0 | 36 |
| 1 year | 0.030 | 0 | 63 |
| 3 years | -0.083 | 0 | 74 |
| 5 years | -0.024 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | -0.246 | — |
| 2022 | -0.231 | — |
| 2021 | -0.064 | — |
| 2020 | 0.542 | — |
| 2019 | 0.371 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.026 | — | — | — |
| 2024 | -0.045 | -0.034 | 0.228 | -0.088 |
| 2023 | 0.006 | -0.147 | -0.068 | -0.056 |
| 2022 | -0.171 | 0.041 | -0.185 | 0.093 |
| 2021 | -0.036 | 0.067 | -0.110 | 0.023 |
| 2020 | -0.121 | 0.199 | 0.167 | 0.253 |
| 2019 | 0.238 | 0.045 | -0.014 | 0.075 |
| 2018 | -0.049 | -0.120 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.030 |
| 3 years | -0.083 |
| 5 years | -0.024 |