Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | — |
| 1 month | -0.010 | 0 | — |
| 3 months | -0.078 | 0 | — |
| 1 year | -0.002 | 0 | — |
| 3 years | 0.002 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.136 | — |
| 2022 | -0.129 | — |
| 2021 | 0.243 | — |
| 2020 | -0.015 | — |
| 2019 | 0.184 | — |
| 2018 | -0.088 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.038 | 0.014 | 0.042 | -0.015 |
| 2023 | 0.106 | 0.012 | -0.051 | 0.069 |
| 2022 | 0.002 | -0.099 | -0.127 | 0.105 |
| 2021 | 0.167 | 0.027 | 0.000 | 0.038 |
| 2020 | -0.247 | 0.114 | 0.003 | 0.171 |
| 2019 | 0.111 | -0.005 | 0.003 | 0.068 |
| 2018 | -0.017 | 0.002 | 0.015 | -0.088 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | -0.012 |
| 5 years | 0.080 |