Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.129 | 0 | 35 |
| 1 month | -0.065 | 0 | 93 |
| 3 months | -0.125 | 0 | 21 |
| 1 year | -0.045 | 0 | 76 |
| 3 years | -0.015 | 0 | 87 |
| 5 years | 0.106 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | 0.124 | — |
| 2022 | -0.212 | — |
| 2021 | 0.199 | — |
| 2020 | 0.491 | — |
| 2019 | 0.392 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | -0.026 | 0.045 | 0.017 | 0.019 |
| 2023 | 0.155 | 0.059 | -0.087 | 0.006 |
| 2022 | -0.103 | -0.097 | -0.009 | -0.018 |
| 2021 | 0.066 | 0.024 | -0.011 | 0.111 |
| 2020 | -0.239 | 0.294 | 0.111 | 0.363 |
| 2019 | 0.121 | 0.051 | 0.062 | 0.112 |
| 2018 | -0.150 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.018 |
| 5 years | 0.104 |