Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 60 |
| 1 month | -0.028 | 0 | 31 |
| 3 months | -0.106 | 0 | 79 |
| 1 year | 0.023 | 0 | 90 |
| 3 years | 0.096 | 0 | 23 |
| 5 years | 0.075 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.170 | — |
| 2023 | 0.193 | — |
| 2022 | -0.218 | — |
| 2021 | 0.136 | — |
| 2020 | 0.136 | — |
| 2019 | 0.241 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.116 | 0.025 | 0.015 | 0.008 |
| 2023 | 0.070 | 0.021 | -0.039 | 0.135 |
| 2022 | -0.147 | -0.131 | -0.030 | 0.087 |
| 2021 | 0.042 | 0.047 | -0.025 | 0.068 |
| 2020 | -0.125 | 0.146 | 0.065 | 0.064 |
| 2019 | 0.108 | 0.033 | 0.002 | 0.081 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.023 |
| 3 years | 0.096 |
| 5 years | 0.075 |