Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.047 | 0 | 36 |
| 1 month | -0.017 | 0 | 93 |
| 3 months | -0.044 | 0 | 21 |
| 1 year | 0.007 | 0 | 77 |
| 3 years | 0.002 | 0 | 90 |
| 5 years | 0.106 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.019 | — |
| 2023 | 0.155 | — |
| 2022 | -0.267 | — |
| 2021 | 0.106 | — |
| 2020 | 0.613 | — |
| 2019 | 0.356 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.030 | — | — | — |
| 2024 | -0.050 | 0.035 | 0.057 | -0.056 |
| 2023 | 0.174 | 0.061 | -0.116 | 0.048 |
| 2022 | -0.124 | -0.153 | -0.073 | 0.067 |
| 2021 | 0.022 | 0.031 | -0.036 | 0.088 |
| 2020 | -0.257 | 0.322 | 0.158 | 0.420 |
| 2019 | 0.099 | 0.064 | 0.015 | 0.142 |
| 2018 | -0.165 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | -0.015 |
| 5 years | 0.094 |