Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 28 |
| 1 month | -0.010 | 0 | 5 |
| 3 months | -0.022 | 0 | 28 |
| 1 year | -0.022 | 0 | 73 |
| 3 years | 0.026 | 0 | 56 |
| 5 years | 0.257 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.036 | — |
| 2023 | 0.098 | — |
| 2022 | 0.318 | — |
| 2021 | 0.352 | — |
| 2020 | -0.021 | — |
| 2019 | 0.023 | — |
| 2018 | -0.109 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.022 | — | — | — |
| 2024 | -0.036 | 0.026 | 0.002 | -0.028 |
| 2023 | 0.009 | -0.003 | 0.074 | 0.016 |
| 2022 | 0.263 | -0.040 | 0.006 | 0.080 |
| 2021 | 0.171 | 0.071 | -0.014 | 0.093 |
| 2020 | -0.425 | 0.361 | 0.004 | 0.245 |
| 2019 | 0.114 | -0.025 | -0.051 | -0.008 |
| 2018 | -0.061 | 0.087 | -0.027 | -0.102 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.026 |
| 5 years | 0.257 |