Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.164 | 0 | 98 |
| 1 month | -0.061 | 0 | 96 |
| 3 months | -0.191 | 0 | 97 |
| 1 year | -0.130 | 0 | 99 |
| 3 years | 0.010 | 0 | 58 |
| 5 years | 0.071 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.120 | — |
| 2023 | 0.159 | — |
| 2022 | -0.234 | — |
| 2021 | 0.259 | — |
| 2020 | 0.200 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.129 | -0.044 | -0.014 | 0.051 |
| 2023 | 0.047 | 0.033 | -0.021 | 0.093 |
| 2022 | -0.128 | -0.162 | 0.030 | 0.019 |
| 2021 | 0.098 | 0.049 | 0.032 | 0.059 |
| 2020 | -0.233 | 0.268 | 0.042 | 0.184 |
| 2019 | -0.010 | 0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.130 |
| 3 years | 0.010 |
| 5 years | 0.071 |