Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | 49 |
| 1 month | 0.008 | 0 | 53 |
| 3 months | 0.010 | 0 | 53 |
| 1 year | -0.044 | 0 | 33 |
| 3 years | -0.047 | 0 | 44 |
| 5 years | 0.019 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | -0.003 | — |
| 2022 | -0.240 | — |
| 2021 | 0.299 | — |
| 2020 | -0.169 | — |
| 2019 | 0.198 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | -0.060 | — | — |
| 2024 | 0.057 | -0.027 | 0.088 | -0.030 |
| 2023 | -0.004 | -0.019 | -0.038 | 0.060 |
| 2022 | -0.030 | -0.142 | -0.092 | 0.005 |
| 2021 | 0.128 | 0.072 | 0.000 | 0.075 |
| 2020 | -0.287 | 0.082 | -0.011 | 0.089 |
| 2019 | 0.158 | -0.021 | 0.070 | -0.012 |
| 2018 | 0.091 | -0.021 | -0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.067 |
| 3 years | -0.055 |
| 5 years | 0.014 |