Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 79 |
| 1 month | 0.001 | 0 | 45 |
| 3 months | -0.058 | 0 | 69 |
| 1 year | -0.061 | 0 | 90 |
| 3 years | 0.008 | 0 | 61 |
| 5 years | 0.036 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.016 | — |
| 2023 | 0.010 | — |
| 2022 | -0.098 | — |
| 2021 | 0.033 | — |
| 2020 | 0.323 | — |
| 2019 | 0.414 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.014 | — | — | — |
| 2024 | 0.071 | 0.002 | 0.068 | -0.140 |
| 2023 | -0.005 | 0.003 | -0.064 | 0.081 |
| 2022 | -0.080 | -0.071 | -0.037 | 0.096 |
| 2021 | -0.038 | 0.061 | 0.006 | 0.006 |
| 2020 | -0.096 | 0.234 | 0.104 | 0.075 |
| 2019 | 0.201 | 0.020 | -0.032 | 0.192 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | -0.004 |
| 5 years | 0.029 |