Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 39 |
| 1 month | -0.031 | 0 | 21 |
| 3 months | -0.103 | 0 | 21 |
| 1 year | -0.042 | 0 | 27 |
| 3 years | -0.034 | 0 | 80 |
| 5 years | 0.015 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.054 | — |
| 2022 | -0.092 | — |
| 2021 | 0.144 | — |
| 2020 | 0.177 | — |
| 2019 | 0.259 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.037 | — | — | — |
| 2024 | 0.037 | 0.010 | 0.020 | -0.020 |
| 2023 | -0.037 | -0.011 | -0.002 | -0.005 |
| 2022 | -0.053 | -0.045 | -0.039 | 0.045 |
| 2021 | 0.049 | 0.105 | -0.019 | 0.006 |
| 2020 | -0.055 | 0.171 | -0.017 | 0.082 |
| 2019 | 0.174 | -0.034 | 0.017 | 0.091 |
| 2018 | 0.066 | -0.159 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | -0.050 |
| 5 years | 0.004 |