Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.053 | 0 | 18 |
| 1 month | -0.028 | 0 | 20 |
| 3 months | -0.105 | 0 | 31 |
| 1 year | 0.003 | 0 | 72 |
| 3 years | 0.075 | 0 | 24 |
| 5 years | 0.098 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.150 | — |
| 2023 | 0.166 | — |
| 2022 | -0.142 | — |
| 2021 | 0.265 | — |
| 2020 | 0.084 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | — | — | — |
| 2024 | 0.124 | -0.008 | -0.014 | 0.045 |
| 2023 | 0.041 | 0.051 | -0.009 | 0.076 |
| 2022 | -0.094 | -0.099 | 0.004 | 0.047 |
| 2021 | 0.065 | 0.076 | 0.001 | 0.102 |
| 2020 | -0.134 | 0.150 | 0.033 | 0.053 |
| 2019 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.042 |
| 3 years | 0.059 |
| 5 years | 0.089 |