Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.182 | 0 | 100 |
| 1 month | -0.039 | 0 | 68 |
| 3 months | -0.183 | 0 | 93 |
| 1 year | -0.025 | 0 | 68 |
| 3 years | 0.054 | 0 | 42 |
| 5 years | 0.076 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.310 | — |
| 2023 | 0.166 | — |
| 2022 | -0.225 | — |
| 2021 | 0.277 | — |
| 2020 | 0.121 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.149 | — | — | — |
| 2024 | 0.141 | 0.041 | 0.027 | 0.075 |
| 2023 | 0.095 | 0.041 | -0.045 | 0.072 |
| 2022 | -0.094 | -0.143 | -0.029 | 0.029 |
| 2021 | 0.033 | 0.113 | 0.015 | 0.095 |
| 2020 | -0.136 | 0.157 | 0.045 | 0.074 |
| 2019 | 0.080 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | 0.036 |
| 5 years | 0.065 |