Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | — |
| 1 month | 0 | 0 | — |
| 3 months | -0.053 | 0 | — |
| 1 year | -0.114 | 0 | — |
| 3 years | -0.065 | 0 | — |
| 5 years | 0.070 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.135 | — |
| 2023 | 0.078 | — |
| 2022 | -0.264 | — |
| 2021 | 0.200 | — |
| 2020 | 0.503 | — |
| 2019 | 0.149 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | -0.038 | -0.042 | 0.018 | -0.078 |
| 2023 | 0.134 | 0.021 | -0.106 | 0.042 |
| 2022 | -0.125 | -0.183 | -0.050 | 0.084 |
| 2021 | 0.068 | 0.068 | 0.003 | 0.049 |
| 2020 | -0.265 | 0.300 | 0.179 | 0.336 |
| 2019 | 0.084 | -0.001 | -0.041 | 0.107 |
| 2018 | -0.175 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.160 |
| 3 years | -0.082 |
| 5 years | 0.058 |