Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.064 | 0 | 61 |
| 1 month | -0.068 | 0 | 81 |
| 3 months | -0.082 | 0 | 67 |
| 1 year | -0.033 | 0 | 49 |
| 3 years | -0.023 | 0 | 52 |
| 5 years | 0.025 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | -0.002 | — |
| 2022 | -0.190 | — |
| 2021 | 0.002 | — |
| 2020 | 0.077 | — |
| 2019 | 0.160 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.090 | 0.048 | 0.021 | -0.011 |
| 2023 | 0.030 | -0.011 | -0.010 | -0.011 |
| 2022 | -0.060 | -0.078 | -0.094 | 0.032 |
| 2021 | 0.089 | 0.030 | -0.072 | -0.037 |
| 2020 | -0.237 | 0.155 | 0.062 | 0.150 |
| 2019 | 0.109 | -0.015 | -0.020 | 0.083 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.127 |
| 3 years | -0.056 |
| 5 years | 0.005 |