Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.146 | 0 | 81 |
| 1 month | -0.136 | 0 | 91 |
| 3 months | -0.146 | 0 | 81 |
| 1 year | -0.105 | 0 | 91 |
| 3 years | -0.001 | 0 | 92 |
| 5 years | 0.141 | 0 | 87 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.374 | — |
| 2022 | -0.348 | — |
| 2021 | 0.380 | — |
| 2020 | 0.271 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.146 | — | — | — |
| 2024 | 0.097 | 0.080 | 0.009 | -0.038 |
| 2023 | 0.223 | 0.051 | -0.048 | 0.122 |
| 2022 | -0.118 | -0.249 | -0.064 | 0.050 |
| 2021 | 0.105 | 0.066 | -0.017 | 0.191 |
| 2020 | -0.205 | 0.307 | 0.017 | 0.201 |
| 2019 | 0.051 | 0.111 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.141 |
| 3 years | -0.015 |
| 5 years | 0.132 |