Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 35 |
| 1 month | -0.048 | 0 | 81 |
| 3 months | -0.024 | 0 | 69 |
| 1 year | 0.061 | 0 | 37 |
| 3 years | -0.016 | 0 | 15 |
| 5 years | 0.029 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | -0.126 | — |
| 2022 | -0.265 | — |
| 2021 | 0.013 | — |
| 2020 | 0.458 | — |
| 2019 | 0.446 | — |
| 2018 | -0.257 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.016 | 0.017 | 0.206 | -0.064 |
| 2023 | 0.064 | -0.093 | -0.044 | -0.053 |
| 2022 | -0.136 | 0.009 | -0.195 | 0.047 |
| 2021 | -0.029 | 0.082 | -0.055 | 0.021 |
| 2020 | -0.096 | 0.140 | 0.210 | 0.169 |
| 2019 | 0.328 | 0.002 | -0.005 | 0.092 |
| 2018 | 0.031 | -0.117 | -0.059 | -0.133 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | -0.016 |
| 5 years | 0.029 |