Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 38 |
| 1 month | -0.024 | 0 | 52 |
| 3 months | -0.117 | 0 | 56 |
| 1 year | -0.040 | 0 | 53 |
| 3 years | -0.019 | 0 | 67 |
| 5 years | 0.085 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.061 | — |
| 2023 | 0.062 | — |
| 2022 | -0.173 | — |
| 2021 | 0.188 | — |
| 2020 | 0.406 | — |
| 2019 | 0.345 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.055 | — | — | — |
| 2024 | 0.040 | 0.011 | 0.028 | -0.018 |
| 2023 | 0.058 | 0.029 | -0.055 | 0.033 |
| 2022 | -0.067 | -0.113 | 0.007 | -0.008 |
| 2021 | 0.066 | 0.041 | 0.012 | 0.058 |
| 2020 | -0.169 | 0.231 | 0.152 | 0.193 |
| 2019 | 0.171 | 0.063 | 0.037 | 0.043 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.088 |
| 3 years | -0.036 |
| 5 years | 0.074 |