Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 49 |
| 1 month | -0.036 | 0 | 71 |
| 3 months | -0.101 | 0 | 37 |
| 1 year | -0.192 | 0 | 80 |
| 3 years | -0.114 | 0 | 54 |
| 5 years | 0.035 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.133 | — |
| 2023 | -0.067 | — |
| 2022 | -0.076 | — |
| 2021 | 0.088 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | -0.048 | 0.006 | 0.047 | -0.135 |
| 2023 | 0.041 | -0.021 | -0.140 | 0.065 |
| 2022 | 0.009 | -0.126 | 0.040 | 0.008 |
| 2021 | 0.026 | 0.022 | -0.004 | 0.042 |
| 2020 | 0.186 | 0.286 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.224 |
| 3 years | -0.126 |
| 5 years | 0.026 |