Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 83 |
| 1 month | -0.058 | 0 | 80 |
| 3 months | -0.122 | 0 | 92 |
| 1 year | 0.013 | 0 | 73 |
| 3 years | 0.059 | 0 | 49 |
| 5 years | 0.104 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | 0.213 | — |
| 2022 | -0.222 | — |
| 2021 | 0.327 | — |
| 2020 | -0.048 | — |
| 2019 | 0.282 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.130 | 0.021 | 0.037 | 0.014 |
| 2023 | 0.072 | 0.049 | 0.003 | 0.075 |
| 2022 | -0.079 | -0.120 | -0.040 | 0.000 |
| 2021 | 0.147 | 0.025 | 0.013 | 0.114 |
| 2020 | -0.255 | 0.134 | 0.006 | 0.121 |
| 2019 | 0.138 | -0.025 | 0.087 | 0.064 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.009 |
| 3 years | 0.058 |
| 5 years | 0.103 |