Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 47 |
| 1 month | -0.040 | 0 | 85 |
| 3 months | -0.089 | 0 | 60 |
| 1 year | -0.048 | 0 | 98 |
| 3 years | -0.015 | 0 | 98 |
| 5 years | 0.080 | 0 | 23 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.045 | — |
| 2023 | 0.066 | — |
| 2022 | -0.072 | — |
| 2021 | 0.242 | — |
| 2020 | -0.067 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.043 | 0.006 | 0.025 | -0.027 |
| 2023 | 0.036 | 0.015 | -0.004 | 0.018 |
| 2022 | 0.014 | -0.067 | -0.085 | 0.072 |
| 2021 | 0.149 | 0.016 | -0.024 | 0.089 |
| 2020 | -0.325 | 0.155 | -0.002 | 0.198 |
| 2019 | -0.060 | 0.029 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.096 |
| 3 years | -0.032 |
| 5 years | 0.069 |