Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.090 | 0 | 94 |
| 1 month | -0.037 | 0 | 90 |
| 3 months | -0.111 | 0 | 93 |
| 1 year | 0.009 | 0 | 72 |
| 3 years | 0.027 | 0 | 45 |
| 5 years | 0.030 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.169 | — |
| 2023 | 0.099 | — |
| 2022 | -0.127 | — |
| 2021 | 0.062 | — |
| 2020 | 0.021 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.074 | 0.026 | 0.017 | 0.044 |
| 2023 | 0.027 | 0.032 | -0.015 | 0.052 |
| 2022 | -0.040 | -0.086 | -0.021 | 0.016 |
| 2021 | 0.020 | 0.020 | -0.002 | 0.023 |
| 2020 | -0.077 | 0.052 | 0.013 | 0.038 |
| 2019 | 0.005 | 0.005 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.019 |
| 5 years | 0.025 |