Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.071 | 0 | 51 |
| 1 month | -0.038 | 0 | 41 |
| 3 months | 0.058 | 0 | 56 |
| 1 year | 0.137 | 0 | 66 |
| 3 years | -0.056 | 0 | 89 |
| 5 years | 0.021 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.023 | — |
| 2023 | -0.212 | — |
| 2022 | -0.294 | — |
| 2021 | 0.100 | — |
| 2020 | 0.835 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.114 | — | — | — |
| 2024 | -0.100 | -0.004 | 0.200 | -0.092 |
| 2023 | -0.039 | -0.127 | -0.063 | 0.003 |
| 2022 | -0.225 | 0.049 | -0.186 | 0.066 |
| 2021 | -0.022 | 0.208 | -0.080 | 0.013 |
| 2020 | -0.005 | 0.303 | 0.124 | 0.259 |
| 2019 | -0.010 | -0.021 | 0.090 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | -0.056 |
| 5 years | 0.021 |