Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.135 | 0 | 36 |
| 1 month | -0.087 | 0 | 93 |
| 3 months | -0.135 | 0 | 21 |
| 1 year | -0.097 | 0 | 77 |
| 3 years | -0.052 | 0 | 90 |
| 5 years | 0.071 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.053 | — |
| 2022 | -0.257 | — |
| 2021 | 0.140 | — |
| 2020 | 0.472 | — |
| 2019 | 0.332 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.017 | 0.033 | -0.008 | 0.014 |
| 2023 | 0.162 | 0.040 | -0.096 | -0.036 |
| 2022 | -0.116 | -0.119 | -0.047 | 0.001 |
| 2021 | 0.088 | 0.013 | -0.027 | 0.062 |
| 2020 | -0.258 | 0.294 | 0.123 | 0.366 |
| 2019 | 0.110 | 0.042 | 0.038 | 0.109 |
| 2018 | -0.157 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.143 |
| 3 years | -0.068 |
| 5 years | 0.060 |