Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.153 | 0 | 94 |
| 1 month | -0.060 | 0 | 97 |
| 3 months | -0.203 | 0 | 99 |
| 1 year | -0.040 | 0 | 80 |
| 3 years | 0.053 | 0 | 43 |
| 5 years | 0.094 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.245 | — |
| 2023 | 0.258 | — |
| 2022 | -0.234 | — |
| 2021 | 0.331 | — |
| 2020 | 0.093 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.099 | — | — | — |
| 2024 | 0.126 | 0.033 | 0.005 | 0.065 |
| 2023 | 0.071 | 0.085 | -0.001 | 0.083 |
| 2022 | -0.100 | -0.160 | 0.020 | -0.008 |
| 2021 | 0.087 | 0.075 | 0.036 | 0.099 |
| 2020 | -0.174 | 0.181 | 0.063 | 0.054 |
| 2019 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.088 |
| 3 years | 0.035 |
| 5 years | 0.083 |