Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 11 |
| 1 month | -0.027 | 0 | 39 |
| 3 months | -0.104 | 0 | 12 |
| 1 year | 0.014 | 0 | 35 |
| 3 years | 0.052 | 0 | 43 |
| 5 years | 0.112 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.182 | — |
| 2023 | 0.190 | — |
| 2022 | -0.203 | — |
| 2021 | 0.265 | — |
| 2020 | 0.261 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.038 | — | — | — |
| 2024 | 0.116 | 0.056 | -0.015 | 0.018 |
| 2023 | 0.080 | 0.060 | -0.035 | 0.077 |
| 2022 | -0.070 | -0.147 | 0.020 | -0.015 |
| 2021 | 0.054 | 0.076 | 0.034 | 0.080 |
| 2020 | -0.124 | 0.205 | 0.079 | 0.108 |
| 2019 | 0.048 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.037 |
| 3 years | 0.034 |
| 5 years | 0.101 |