Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 98 |
| 1 month | -0.004 | 0 | 93 |
| 3 months | -0.027 | 0 | 98 |
| 1 year | -0.159 | 0 | 100 |
| 3 years | -0.088 | 0 | 94 |
| 5 years | 0.005 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.149 | — |
| 2023 | -0.020 | — |
| 2022 | -0.172 | — |
| 2021 | 0.060 | — |
| 2020 | 0.394 | — |
| 2019 | 0.300 | — |
| 2018 | -0.155 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.027 | -0.043 | -0.039 | -0.099 |
| 2023 | 0.027 | -0.024 | -0.088 | 0.072 |
| 2022 | -0.064 | -0.117 | -0.078 | 0.085 |
| 2021 | 0.002 | 0.053 | 0.005 | 0.000 |
| 2020 | -0.078 | 0.150 | 0.132 | 0.160 |
| 2019 | 0.119 | 0.063 | 0.037 | 0.055 |
| 2018 | -0.034 | 0.010 | -0.040 | -0.097 |
| 2017 | 0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.184 |
| 3 years | -0.097 |
| 5 years | -0.001 |