Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.054 | 0 | 99 |
| 1 month | 0.024 | 0 | 80 |
| 3 months | 0.016 | 0 | 91 |
| 1 year | -0.006 | 0 | 96 |
| 3 years | 0.149 | 0 | 35 |
| 5 years | 0.220 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.277 | — |
| 2023 | 0.264 | — |
| 2022 | 0.005 | — |
| 2021 | 0.299 | — |
| 2020 | 0.149 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | — | — | — |
| 2024 | 0.134 | 0.181 | 0.079 | -0.116 |
| 2023 | -0.105 | 0.158 | 0.031 | 0.183 |
| 2022 | -0.023 | -0.112 | 0.160 | -0.002 |
| 2021 | 0.056 | 0.120 | 0.100 | -0.002 |
| 2020 | -0.261 | 0.232 | 0.049 | 0.204 |
| 2019 | -0.031 | 0.009 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.006 |
| 3 years | 0.149 |
| 5 years | 0.220 |