Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | — |
| 1 month | -0.086 | 0 | — |
| 3 months | -0.118 | 0 | — |
| 1 year | -0.113 | 0 | — |
| 3 years | -0.043 | 0 | — |
| 5 years | 0.076 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.223 | — |
| 2022 | -0.384 | — |
| 2021 | 0.149 | — |
| 2020 | 0.414 | — |
| 2019 | 0.321 | — |
| 2018 | -0.186 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.118 | — | — | — |
| 2024 | 0.091 | 0.022 | -0.011 | -0.005 |
| 2023 | 0.165 | 0.057 | -0.125 | 0.135 |
| 2022 | -0.169 | -0.260 | -0.064 | 0.070 |
| 2021 | 0.002 | 0.048 | -0.009 | 0.104 |
| 2020 | -0.181 | 0.303 | 0.121 | 0.182 |
| 2019 | 0.175 | 0.033 | -0.019 | 0.109 |
| 2018 | -0.003 | -0.027 | 0.034 | -0.189 |
| 2017 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.162 |
| 3 years | -0.061 |
| 5 years | 0.064 |