Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 25 |
| 1 month | -0.091 | 0 | 59 |
| 3 months | -0.004 | 0 | 21 |
| 1 year | 0.181 | 0 | 20 |
| 3 years | 0.005 | 0 | 18 |
| 5 years | -0.020 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.268 | — |
| 2023 | -0.143 | — |
| 2022 | -0.172 | — |
| 2021 | -0.160 | — |
| 2020 | 0.182 | — |
| 2019 | 0.252 | — |
| 2018 | -0.149 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.101 | — | — | — |
| 2024 | -0.002 | 0.080 | 0.183 | -0.005 |
| 2023 | 0.028 | -0.101 | 0.009 | -0.081 |
| 2022 | -0.123 | 0.099 | -0.173 | 0.039 |
| 2021 | 0.036 | 0.013 | -0.163 | -0.044 |
| 2020 | -0.082 | 0.125 | 0.076 | 0.064 |
| 2019 | 0.195 | -0.053 | -0.006 | 0.113 |
| 2018 | -0.006 | 0.017 | -0.071 | -0.093 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | -0.019 |
| 5 years | -0.034 |