Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 61 |
| 1 month | 0.036 | 0 | 86 |
| 3 months | 0.093 | 0 | 94 |
| 1 year | -0.020 | 0 | 41 |
| 3 years | 0.005 | 0 | 94 |
| 5 years | 0.008 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.053 | — |
| 2022 | -0.288 | — |
| 2021 | -0.034 | — |
| 2020 | 0.670 | — |
| 2019 | 0.237 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.119 | 0.025 | — | — |
| 2024 | 0.078 | -0.043 | 0.016 | 0.086 |
| 2023 | 0.014 | 0.004 | -0.057 | 0.097 |
| 2022 | -0.147 | -0.142 | 0.095 | -0.111 |
| 2021 | -0.018 | 0.072 | -0.052 | -0.033 |
| 2020 | -0.110 | 0.385 | 0.089 | 0.245 |
| 2019 | 0.130 | 0.077 | -0.013 | 0.029 |
| 2018 | 0.209 | 0.127 | -0.201 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.005 |
| 5 years | 0.008 |