Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 68 |
| 1 month | -0.043 | 0 | 79 |
| 3 months | -0.021 | 0 | 72 |
| 1 year | 0.062 | 0 | 87 |
| 3 years | -0.035 | 0 | 92 |
| 5 years | -0.039 | 0 | 77 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | -0.165 | — |
| 2022 | -0.147 | — |
| 2021 | -0.023 | — |
| 2020 | 0.004 | — |
| 2019 | 0.091 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.076 | 0.008 | 0.023 | 0.041 |
| 2023 | 0.018 | -0.131 | -0.042 | -0.014 |
| 2022 | -0.119 | -0.061 | -0.082 | 0.122 |
| 2021 | 0.010 | 0.032 | 0.000 | -0.063 |
| 2020 | -0.007 | -0.018 | 0.027 | 0.002 |
| 2019 | 0.098 | 0.003 | -0.017 | 0.008 |
| 2018 | 0.009 | 0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | -0.035 |
| 5 years | -0.039 |