Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.103 | 0 | 86 |
| 1 month | -0.055 | 0 | 90 |
| 3 months | -0.149 | 0 | 100 |
| 1 year | -0.088 | 0 | 63 |
| 3 years | -0.006 | 0 | 70 |
| 5 years | 0.078 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.088 | — |
| 2022 | -0.247 | — |
| 2021 | 0.337 | — |
| 2020 | 0.120 | — |
| 2019 | 0.283 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.141 | -0.034 | 0.053 | -0.025 |
| 2023 | 0.064 | 0.003 | -0.038 | 0.061 |
| 2022 | -0.144 | -0.108 | -0.068 | 0.059 |
| 2021 | 0.140 | 0.067 | 0.009 | 0.090 |
| 2020 | -0.224 | 0.182 | 0.100 | 0.110 |
| 2019 | 0.159 | 0.020 | 0.009 | 0.076 |
| 2018 | -0.105 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.088 |
| 3 years | -0.006 |
| 5 years | 0.078 |