Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 56 |
| 1 month | -0.042 | 0 | 63 |
| 3 months | -0.145 | 0 | 66 |
| 1 year | -0.007 | 0 | 49 |
| 3 years | 0.018 | 0 | 48 |
| 5 years | 0.093 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.121 | — |
| 2022 | -0.152 | — |
| 2021 | 0.247 | — |
| 2020 | 0.078 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.075 | — | — | — |
| 2024 | 0.056 | -0.022 | 0.054 | 0.040 |
| 2023 | 0.022 | 0.028 | -0.020 | 0.089 |
| 2022 | -0.065 | -0.119 | 0.011 | 0.018 |
| 2021 | 0.139 | 0.037 | 0.007 | 0.049 |
| 2020 | -0.276 | 0.223 | 0.031 | 0.181 |
| 2019 | 0.040 | 0.068 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.007 |
| 3 years | 0.018 |
| 5 years | 0.093 |