Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 81 |
| 1 month | -0.011 | 0 | 83 |
| 3 months | -0.156 | 0 | 74 |
| 1 year | -0.028 | 0 | 67 |
| 3 years | 0.070 | 0 | 88 |
| 5 years | 0.051 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.266 | — |
| 2023 | 0.173 | — |
| 2022 | -0.252 | — |
| 2021 | 0.098 | — |
| 2020 | 0.351 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.120 | — | — | — |
| 2024 | 0.145 | 0.003 | 0.018 | 0.084 |
| 2023 | 0.130 | 0.067 | -0.069 | 0.046 |
| 2022 | -0.166 | -0.112 | 0.046 | -0.033 |
| 2021 | -0.009 | 0.102 | 0.020 | -0.014 |
| 2020 | 0.009 | 0.184 | 0.102 | 0.026 |
| 2019 | 0.019 | 0.041 | 0.102 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.076 |
| 3 years | 0.052 |
| 5 years | 0.040 |