Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.063 | 0 | 100 |
| 1 month | -0.009 | 0 | 65 |
| 3 months | -0.114 | 0 | 100 |
| 1 year | -0.070 | 0 | 100 |
| 3 years | 0.042 | 0 | 80 |
| 5 years | 0.103 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.198 | — |
| 2022 | -0.200 | — |
| 2021 | 0.261 | — |
| 2020 | 0.033 | — |
| 2019 | 0.193 | — |
| 2018 | -0.231 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.109 | -0.015 | -0.005 | -0.026 |
| 2023 | 0.156 | 0.017 | -0.074 | 0.100 |
| 2022 | -0.106 | -0.185 | 0.015 | 0.082 |
| 2021 | 0.069 | 0.095 | -0.028 | 0.108 |
| 2020 | -0.275 | 0.205 | 0.028 | 0.150 |
| 2019 | 0.132 | 0.037 | -0.014 | 0.031 |
| 2018 | -0.058 | -0.011 | -0.016 | -0.162 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | 0.034 |
| 5 years | 0.097 |