Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 23 |
| 1 month | 0.032 | 0 | 6 |
| 3 months | 0.060 | 0 | 18 |
| 1 year | -0.014 | 0 | 77 |
| 3 years | 0.070 | 0 | 63 |
| 5 years | 0.223 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.018 | — |
| 2023 | 0.094 | — |
| 2022 | 0.417 | — |
| 2021 | 0.442 | — |
| 2020 | -0.116 | — |
| 2019 | -0.060 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.042 | 0.060 | — | — |
| 2024 | -0.029 | 0.043 | -0.027 | -0.003 |
| 2023 | 0.047 | -0.038 | 0.072 | 0.013 |
| 2022 | 0.295 | -0.026 | 0.058 | 0.062 |
| 2021 | 0.219 | 0.143 | 0.006 | 0.029 |
| 2020 | -0.427 | 0.256 | -0.032 | 0.269 |
| 2019 | 0.113 | -0.067 | -0.078 | -0.019 |
| 2018 | -0.026 | -0.143 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.070 |
| 5 years | 0.223 |