Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 35 |
| 1 month | -0.053 | 0 | 90 |
| 3 months | -0.097 | 0 | 28 |
| 1 year | -0.019 | 0 | 57 |
| 3 years | 0.040 | 0 | 22 |
| 5 years | 0.168 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.129 | — |
| 2023 | 0.155 | — |
| 2022 | 0.005 | — |
| 2021 | 0.473 | — |
| 2020 | -0.143 | — |
| 2019 | 0.090 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.054 | 0.013 | 0.037 | 0.020 |
| 2023 | 0.037 | 0.034 | 0.029 | 0.047 |
| 2022 | 0.089 | -0.123 | 0.023 | 0.029 |
| 2021 | 0.246 | 0.098 | 0.009 | 0.067 |
| 2020 | -0.433 | 0.227 | 0.014 | 0.214 |
| 2019 | 0.088 | -0.046 | -0.005 | 0.055 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | 0.029 |
| 5 years | 0.160 |