Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 21 |
| 1 month | -0.049 | 0 | 50 |
| 3 months | -0.057 | 0 | 31 |
| 1 year | -0.112 | 0 | 44 |
| 3 years | -0.010 | 0 | 30 |
| 5 years | 0.122 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.050 | — |
| 2023 | -0.041 | — |
| 2022 | 0.325 | — |
| 2021 | 0.225 | — |
| 2020 | -0.003 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.071 | — | — | — |
| 2024 | 0.021 | 0.008 | -0.022 | -0.055 |
| 2023 | -0.047 | -0.062 | 0.087 | -0.013 |
| 2022 | 0.287 | -0.080 | 0.028 | 0.089 |
| 2021 | 0.093 | 0.052 | -0.007 | 0.073 |
| 2020 | -0.301 | 0.270 | -0.026 | 0.154 |
| 2019 | -0.036 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.112 |
| 3 years | -0.010 |
| 5 years | 0.122 |