Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 82 |
| 1 month | 0.028 | 0 | 65 |
| 3 months | 0.093 | 0 | 66 |
| 1 year | -0.004 | 0 | 67 |
| 3 years | -0.053 | 0 | 99 |
| 5 years | -0.007 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.011 | — |
| 2023 | -0.024 | — |
| 2022 | -0.261 | — |
| 2021 | 0.131 | — |
| 2020 | 0.098 | — |
| 2019 | 0.201 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.081 | 0.016 | — | — |
| 2024 | 0.001 | -0.055 | 0.023 | 0.044 |
| 2023 | 0.010 | -0.014 | -0.067 | 0.050 |
| 2022 | -0.147 | -0.140 | 0.015 | -0.007 |
| 2021 | 0.004 | 0.052 | 0.053 | 0.017 |
| 2020 | -0.238 | 0.194 | 0.035 | 0.166 |
| 2019 | 0.138 | 0.038 | -0.017 | 0.034 |
| 2018 | 0.036 | 0.048 | -0.151 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.059 |
| 3 years | -0.071 |
| 5 years | -0.018 |