Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 64 |
| 1 month | -0.022 | 0 | 48 |
| 3 months | -0.123 | 0 | 65 |
| 1 year | -0.082 | 0 | 80 |
| 3 years | -0.053 | 0 | 90 |
| 5 years | 0.047 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | -0.018 | — |
| 2022 | -0.223 | — |
| 2021 | 0.198 | — |
| 2020 | 0.360 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.059 | 0.006 | 0.025 | -0.042 |
| 2023 | 0.064 | 0.006 | -0.105 | 0.025 |
| 2022 | -0.105 | -0.111 | 0.002 | -0.026 |
| 2021 | 0.022 | 0.036 | 0.023 | 0.106 |
| 2020 | -0.190 | 0.297 | 0.128 | 0.149 |
| 2019 | 0.093 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.105 |
| 3 years | -0.061 |
| 5 years | 0.042 |