Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 58 |
| 1 month | 0.028 | 0 | 17 |
| 3 months | 0.038 | 0 | 26 |
| 1 year | 0.026 | 0 | 88 |
| 3 years | -0.067 | 0 | 97 |
| 5 years | -0.007 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.077 | — |
| 2023 | -0.038 | — |
| 2022 | -0.082 | — |
| 2021 | 0.111 | — |
| 2020 | -0.043 | — |
| 2019 | 0.166 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | -0.069 | -0.002 | 0.064 | -0.067 |
| 2023 | -0.047 | -0.056 | -0.024 | 0.095 |
| 2022 | 0.006 | -0.028 | -0.081 | 0.021 |
| 2021 | -0.010 | 0.042 | 0.018 | 0.058 |
| 2020 | -0.125 | 0.061 | 0.001 | 0.031 |
| 2019 | 0.047 | 0.035 | 0.018 | 0.056 |
| 2018 | 0.036 | -0.005 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | -0.067 |
| 5 years | -0.007 |