Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.178 | 0 | — |
| 1 month | 0.025 | 0 | — |
| 3 months | -0.214 | 0 | — |
| 1 year | -0.044 | 0 | — |
| 3 years | -0.037 | 0 | — |
| 5 years | 0.035 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.206 | — |
| 2023 | 0.287 | — |
| 2022 | -0.533 | — |
| 2021 | -0.003 | — |
| 2020 | 1.103 | — |
| 2019 | 0.429 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.199 | — | — | — |
| 2024 | 0.088 | 0.061 | -0.054 | 0.104 |
| 2023 | 0.116 | 0.095 | -0.056 | 0.115 |
| 2022 | -0.222 | -0.336 | -0.041 | -0.057 |
| 2021 | -0.014 | 0.092 | -0.055 | -0.020 |
| 2020 | -0.111 | 0.527 | 0.155 | 0.340 |
| 2019 | 0.240 | 0.065 | -0.032 | 0.117 |
| 2018 | -0.207 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | -0.037 |
| 5 years | 0.035 |