Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 20 |
| 1 month | -0.074 | 0 | 97 |
| 3 months | -0.066 | 0 | 18 |
| 1 year | -0.005 | 0 | 55 |
| 3 years | -0.019 | 0 | 90 |
| 5 years | 0.064 | 0 | 74 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.091 | — |
| 2022 | -0.205 | — |
| 2021 | 0.162 | — |
| 2020 | 0.070 | — |
| 2019 | 0.115 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.043 | — | — | — |
| 2024 | 0.103 | -0.021 | -0.003 | 0.040 |
| 2023 | 0.049 | 0.036 | -0.010 | 0.014 |
| 2022 | -0.033 | -0.075 | -0.084 | -0.029 |
| 2021 | 0.051 | 0.036 | 0.012 | 0.054 |
| 2020 | -0.197 | 0.091 | 0.074 | 0.138 |
| 2019 | 0.083 | -0.013 | 0.030 | 0.012 |
| 2018 | -0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | -0.019 |
| 5 years | 0.064 |