Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 75 |
| 1 month | -0.024 | 0 | 87 |
| 3 months | -0.002 | 0 | 80 |
| 1 year | 0.037 | 0 | 87 |
| 3 years | -0.073 | 0 | 96 |
| 5 years | -0.042 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.053 | — |
| 2023 | -0.162 | — |
| 2022 | -0.202 | — |
| 2021 | -0.077 | — |
| 2020 | 0.103 | — |
| 2019 | 0.078 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.028 | 0.037 | 0.056 | -0.065 |
| 2023 | 0.009 | -0.140 | -0.073 | 0.042 |
| 2022 | -0.088 | -0.136 | -0.135 | 0.171 |
| 2021 | -0.002 | 0.015 | -0.039 | -0.052 |
| 2020 | -0.140 | 0.103 | 0.067 | 0.089 |
| 2019 | 0.105 | -0.013 | -0.049 | 0.040 |
| 2018 | -0.077 | -0.015 | -0.010 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | -0.073 |
| 5 years | -0.042 |