Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 44 |
| 1 month | 0.009 | 0 | 13 |
| 3 months | -0.081 | 0 | 55 |
| 1 year | -0.109 | 0 | 37 |
| 3 years | -0.003 | 0 | 38 |
| 5 years | 0.019 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.024 | — |
| 2022 | -0.059 | — |
| 2021 | 0.094 | — |
| 2020 | 0.111 | — |
| 2019 | 0.277 | — |
| 2018 | -0.012 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.020 | -0.081 | — | — |
| 2024 | 0.105 | -0.016 | -0.011 | 0.001 |
| 2023 | -0.033 | 0.047 | -0.034 | 0.048 |
| 2022 | -0.022 | -0.036 | -0.007 | 0.005 |
| 2021 | 0.062 | 0.067 | -0.028 | -0.007 |
| 2020 | -0.128 | 0.183 | 0.001 | 0.075 |
| 2019 | 0.112 | 0.020 | -0.016 | 0.145 |
| 2018 | -0.002 | 0.081 | 0.072 | -0.145 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.109 |
| 3 years | -0.003 |
| 5 years | 0.019 |