Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 35 |
| 1 month | -0.026 | 0 | 23 |
| 3 months | 0.015 | 0 | 35 |
| 1 year | -0.014 | 0 | 49 |
| 3 years | -0.001 | 0 | 37 |
| 5 years | 0.104 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.004 | — |
| 2023 | 0.124 | — |
| 2022 | -0.202 | — |
| 2021 | 0.149 | — |
| 2020 | 0.190 | — |
| 2019 | 0.406 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.026 | -0.004 | 0.041 | -0.064 |
| 2023 | 0.066 | 0.021 | -0.047 | 0.085 |
| 2022 | -0.090 | -0.152 | -0.075 | 0.118 |
| 2021 | 0.097 | 0.049 | -0.008 | 0.007 |
| 2020 | -0.244 | 0.241 | 0.071 | 0.184 |
| 2019 | 0.154 | 0.059 | 0.036 | 0.111 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | -0.018 |
| 5 years | 0.093 |