Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 92 |
| 1 month | 0.001 | 0 | 47 |
| 3 months | -0.101 | 0 | 92 |
| 1 year | 0.015 | 0 | 66 |
| 3 years | 0.011 | 0 | 92 |
| 5 years | 0.082 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.127 | — |
| 2022 | -0.214 | — |
| 2021 | 0.222 | — |
| 2020 | 0.004 | — |
| 2019 | 0.099 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.083 | — | — | — |
| 2024 | 0.065 | 0.055 | 0.012 | 0.020 |
| 2023 | 0.061 | 0.010 | -0.027 | 0.080 |
| 2022 | -0.042 | -0.143 | -0.097 | 0.061 |
| 2021 | 0.054 | 0.117 | -0.038 | 0.080 |
| 2020 | -0.271 | 0.140 | 0.106 | 0.092 |
| 2019 | 0.047 | 0.026 | -0.015 | 0.038 |
| 2018 | 0.010 | -0.016 | -0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | -0.006 |
| 5 years | 0.071 |