Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.124 | 0 | 72 |
| 1 month | -0.027 | 0 | 39 |
| 3 months | -0.155 | 0 | 71 |
| 1 year | -0.025 | 0 | 69 |
| 3 years | -0.011 | 0 | 98 |
| 5 years | 0.033 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.155 | — |
| 2022 | -0.260 | — |
| 2021 | 0.227 | — |
| 2020 | 0.072 | — |
| 2019 | 0.267 | — |
| 2018 | -0.101 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.100 | — | — | — |
| 2024 | 0.013 | -0.012 | 0.038 | 0.031 |
| 2023 | 0.060 | 0.040 | -0.031 | 0.081 |
| 2022 | -0.116 | -0.149 | 0.012 | -0.029 |
| 2021 | 0.043 | 0.069 | 0.026 | 0.073 |
| 2020 | -0.199 | 0.175 | 0.050 | 0.086 |
| 2019 | 0.148 | 0.015 | 0.022 | 0.065 |
| 2018 | -0.025 | 0.042 | 0.022 | -0.134 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.021 |
| 5 years | 0.027 |