Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.172 | 0 | 94 |
| 1 month | 0.029 | 0 | 38 |
| 3 months | -0.210 | 0 | 96 |
| 1 year | -0.018 | 0 | 84 |
| 3 years | 0.004 | 0 | 89 |
| 5 years | 0.076 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.243 | — |
| 2023 | 0.341 | — |
| 2022 | -0.502 | — |
| 2021 | 0.027 | — |
| 2020 | 1.178 | — |
| 2019 | 0.496 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.196 | — | — | — |
| 2024 | 0.096 | 0.071 | -0.046 | 0.110 |
| 2023 | 0.132 | 0.101 | -0.046 | 0.128 |
| 2022 | -0.210 | -0.324 | -0.028 | -0.041 |
| 2021 | -0.009 | 0.098 | -0.047 | -0.010 |
| 2020 | -0.099 | 0.538 | 0.164 | 0.350 |
| 2019 | 0.256 | 0.076 | -0.021 | 0.130 |
| 2018 | -0.196 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.018 |
| 3 years | 0.004 |
| 5 years | 0.076 |