Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.107 | 0 | — |
| 1 month | -0.032 | 0 | — |
| 3 months | -0.125 | 0 | — |
| 1 year | -0.075 | 0 | — |
| 3 years | 0.013 | 0 | — |
| 5 years | 0.093 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.114 | — |
| 2022 | -0.195 | — |
| 2021 | 0.265 | — |
| 2020 | 0.276 | — |
| 2019 | 0.361 | — |
| 2018 | -0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.077 | — | — | — |
| 2024 | 0.083 | 0.005 | 0.030 | -0.024 |
| 2023 | 0.096 | 0.040 | -0.078 | 0.060 |
| 2022 | -0.119 | -0.117 | -0.003 | 0.037 |
| 2021 | 0.065 | 0.040 | 0.029 | 0.110 |
| 2020 | -0.186 | 0.210 | 0.121 | 0.155 |
| 2019 | 0.161 | 0.054 | 0.048 | 0.062 |
| 2018 | -0.047 | -0.004 | 0.013 | -0.121 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.123 |
| 3 years | -0.005 |
| 5 years | 0.082 |