Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 97 |
| 1 month | -0.035 | 0 | 95 |
| 3 months | 0.046 | 0 | 82 |
| 1 year | 0.029 | 0 | 91 |
| 3 years | 0.113 | 0 | 69 |
| 5 years | 0.079 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.281 | — |
| 2023 | 0.344 | — |
| 2022 | -0.365 | — |
| 2021 | 0.257 | — |
| 2020 | 0.511 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.162 | 0.095 | — | — |
| 2024 | 0.141 | 0.061 | -0.044 | 0.107 |
| 2023 | 0.185 | 0.073 | -0.056 | 0.120 |
| 2022 | -0.132 | -0.213 | -0.041 | -0.029 |
| 2021 | 0.029 | 0.094 | -0.011 | 0.129 |
| 2020 | -0.076 | 0.323 | 0.086 | 0.138 |
| 2019 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.113 |
| 5 years | 0.079 |