Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.126 | 0 | 90 |
| 1 month | -0.051 | 0 | 95 |
| 3 months | -0.164 | 0 | 96 |
| 1 year | -0.149 | 0 | 96 |
| 3 years | -0.041 | 0 | 85 |
| 5 years | 0.021 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.019 | — |
| 2023 | 0.061 | — |
| 2022 | -0.217 | — |
| 2021 | 0.237 | — |
| 2020 | 0.134 | — |
| 2019 | 0.276 | — |
| 2018 | -0.070 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.083 | -0.025 | 0.000 | -0.034 |
| 2023 | 0.048 | 0.017 | -0.061 | 0.060 |
| 2022 | -0.111 | -0.145 | 0.000 | 0.030 |
| 2021 | 0.060 | 0.056 | 0.035 | 0.067 |
| 2020 | -0.180 | 0.175 | 0.078 | 0.092 |
| 2019 | 0.141 | 0.034 | 0.003 | 0.078 |
| 2018 | -0.009 | 0.058 | 0.031 | -0.140 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.149 |
| 3 years | -0.041 |
| 5 years | 0.021 |