Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.167 | 0 | 81 |
| 1 month | -0.033 | 0 | 78 |
| 3 months | -0.197 | 0 | 74 |
| 1 year | -0.091 | 0 | 70 |
| 3 years | 0.026 | 0 | 89 |
| 5 years | 0.046 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.247 | — |
| 2023 | 0.096 | — |
| 2022 | -0.230 | — |
| 2021 | 0.177 | — |
| 2020 | 0.222 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.139 | — | — | — |
| 2024 | 0.144 | 0.015 | -0.020 | 0.097 |
| 2023 | 0.060 | 0.086 | -0.055 | 0.007 |
| 2022 | -0.134 | -0.136 | 0.041 | -0.011 |
| 2021 | 0.059 | 0.071 | 0.025 | 0.013 |
| 2020 | -0.084 | 0.185 | 0.092 | 0.031 |
| 2019 | 0.031 | 0.032 | 0.080 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.137 |
| 3 years | 0.009 |
| 5 years | 0.035 |