Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.148 | 0 | 80 |
| 1 month | -0.012 | 0 | 25 |
| 3 months | -0.151 | 0 | 79 |
| 1 year | -0.241 | 0 | 91 |
| 3 years | -0.206 | 0 | 86 |
| 5 years | -0.051 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.225 | — |
| 2023 | -0.119 | — |
| 2022 | -0.266 | — |
| 2021 | -0.133 | — |
| 2020 | 1.065 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.137 | — | — | — |
| 2024 | -0.087 | -0.052 | 0.000 | -0.104 |
| 2023 | 0.014 | -0.041 | -0.125 | 0.035 |
| 2022 | -0.081 | -0.150 | 0.052 | -0.107 |
| 2021 | -0.085 | 0.001 | -0.069 | 0.016 |
| 2020 | -0.168 | 0.331 | 0.288 | 0.447 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.241 |
| 3 years | -0.206 |
| 5 years | -0.051 |