Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 99 |
| 1 month | -0.034 | 0 | 99 |
| 3 months | -0.057 | 0 | 79 |
| 1 year | 0.029 | 0 | 93 |
| 3 years | 0.017 | 0 | 86 |
| 5 years | 0.118 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.127 | — |
| 2023 | 0.035 | — |
| 2022 | -0.080 | — |
| 2021 | 0.197 | — |
| 2020 | 0.135 | — |
| 2019 | 0.123 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.040 | — | — | — |
| 2024 | 0.013 | 0.056 | 0.058 | -0.004 |
| 2023 | 0.032 | -0.027 | -0.017 | 0.048 |
| 2022 | -0.007 | -0.123 | -0.016 | 0.073 |
| 2021 | 0.106 | 0.055 | 0.012 | 0.013 |
| 2020 | -0.328 | 0.242 | 0.086 | 0.253 |
| 2019 | 0.094 | -0.010 | -0.025 | 0.064 |
| 2018 | 0.003 | -0.186 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.017 |
| 5 years | 0.118 |