Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.062 | 0 | 86 |
| 1 month | -0.004 | 0 | 72 |
| 3 months | -0.011 | 0 | 88 |
| 1 year | -0.050 | 0 | 93 |
| 3 years | 0.071 | 0 | 61 |
| 5 years | 0.056 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.093 | — |
| 2023 | 0.255 | — |
| 2022 | -0.228 | — |
| 2021 | 0.121 | — |
| 2020 | 0.158 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | -0.011 | — | — |
| 2024 | 0.076 | 0.003 | -0.014 | 0.027 |
| 2023 | 0.052 | 0.071 | 0.016 | 0.096 |
| 2022 | -0.073 | -0.129 | -0.032 | -0.013 |
| 2021 | 0.084 | 0.050 | 0.012 | -0.025 |
| 2020 | -0.161 | 0.170 | 0.049 | 0.125 |
| 2019 | 0.089 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.097 |
| 3 years | 0.053 |
| 5 years | 0.045 |