Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 91 |
| 1 month | 0.009 | 0 | 21 |
| 3 months | -0.093 | 0 | 95 |
| 1 year | -0.034 | 0 | 85 |
| 3 years | -0.008 | 0 | — |
| 5 years | 0.018 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.123 | — |
| 2022 | -0.244 | — |
| 2021 | 0.167 | — |
| 2020 | -0.030 | — |
| 2019 | 0.219 | — |
| 2018 | -0.133 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.069 | -0.026 | 0.001 | -0.013 |
| 2023 | 0.098 | 0.026 | -0.070 | 0.072 |
| 2022 | -0.141 | -0.096 | -0.036 | 0.010 |
| 2021 | -0.005 | 0.117 | -0.024 | 0.076 |
| 2020 | -0.171 | 0.075 | 0.022 | 0.065 |
| 2019 | 0.145 | 0.022 | 0.043 | -0.002 |
| 2018 | -0.052 | 0.032 | -0.004 | -0.110 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.053 |
| 3 years | -0.014 |
| 5 years | 0.014 |