Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 83 |
| 1 month | 0.009 | 0 | 22 |
| 3 months | -0.065 | 0 | 81 |
| 1 year | 0.013 | 0 | 59 |
| 3 years | 0.048 | 0 | 48 |
| 5 years | 0.072 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.189 | — |
| 2022 | -0.232 | — |
| 2021 | 0.168 | — |
| 2020 | -0.039 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.087 | -0.022 | 0.022 | 0.000 |
| 2023 | 0.105 | 0.015 | -0.065 | 0.134 |
| 2022 | -0.127 | -0.148 | -0.063 | 0.102 |
| 2021 | 0.073 | 0.055 | -0.007 | 0.040 |
| 2020 | -0.265 | 0.193 | 0.048 | 0.045 |
| 2019 | -0.014 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.017 |
| 3 years | 0.037 |
| 5 years | 0.065 |