Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 27 |
| 1 month | -0.043 | 0 | 83 |
| 3 months | -0.049 | 0 | 18 |
| 1 year | -0.034 | 0 | 96 |
| 3 years | -0.007 | 0 | 100 |
| 5 years | 0.049 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.017 | — |
| 2023 | 0.013 | — |
| 2022 | -0.074 | — |
| 2021 | 0.160 | — |
| 2020 | 0.109 | — |
| 2019 | 0.223 | — |
| 2018 | -0.030 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.057 | -0.074 | 0.075 | -0.066 |
| 2023 | -0.014 | -0.001 | -0.068 | 0.104 |
| 2022 | -0.042 | -0.082 | -0.045 | 0.102 |
| 2021 | 0.047 | 0.032 | -0.020 | 0.095 |
| 2020 | -0.177 | 0.155 | 0.061 | 0.099 |
| 2019 | 0.077 | 0.009 | 0.029 | 0.094 |
| 2018 | -0.021 | 0.039 | 0.058 | -0.099 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.053 |
| 3 years | -0.014 |
| 5 years | 0.045 |