Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 81 |
| 1 month | -0.055 | 0 | 92 |
| 3 months | -0.108 | 0 | 69 |
| 1 year | 0.193 | 0 | 62 |
| 3 years | 0.041 | 0 | 60 |
| 5 years | 0.050 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.394 | — |
| 2023 | 0.044 | — |
| 2022 | -0.276 | — |
| 2021 | 0.179 | — |
| 2020 | 0.240 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.064 | 0.143 | 0.116 | 0.027 |
| 2023 | -0.008 | -0.003 | -0.019 | 0.077 |
| 2022 | -0.091 | -0.163 | -0.072 | 0.025 |
| 2021 | 0.067 | 0.030 | 0.031 | 0.040 |
| 2020 | -0.009 | 0.144 | 0.072 | 0.020 |
| 2019 | 0.036 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.193 |
| 3 years | 0.041 |
| 5 years | 0.050 |