Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.114 | 0 | 64 |
| 1 month | -0.032 | 0 | 16 |
| 3 months | -0.115 | 0 | 23 |
| 1 year | -0.085 | 0 | 50 |
| 3 years | -0.001 | 0 | 36 |
| 5 years | 0.012 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | -0.028 | — |
| 2022 | 0.057 | — |
| 2021 | 0.136 | — |
| 2020 | -0.039 | — |
| 2019 | 0.105 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.085 | — | — | — |
| 2024 | 0.058 | -0.001 | 0.008 | 0.062 |
| 2023 | 0.020 | -0.008 | 0.008 | -0.047 |
| 2022 | 0.032 | 0.041 | 0.027 | -0.041 |
| 2021 | 0.052 | 0.004 | 0.036 | 0.039 |
| 2020 | 0.055 | -0.058 | -0.003 | -0.030 |
| 2019 | 0.096 | -0.011 | 0.032 | -0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.103 |
| 3 years | -0.007 |
| 5 years | 0.008 |