Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 40 |
| 1 month | -0.034 | 0 | 57 |
| 3 months | -0.126 | 0 | 31 |
| 1 year | -0.012 | 0 | 54 |
| 3 years | 0.008 | 0 | 87 |
| 5 years | 0.056 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.122 | — |
| 2022 | -0.215 | — |
| 2021 | 0.178 | — |
| 2020 | 0.174 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.068 | — | — | — |
| 2024 | 0.075 | 0.004 | 0.021 | 0.036 |
| 2023 | 0.046 | 0.048 | -0.048 | 0.075 |
| 2022 | -0.087 | -0.124 | -0.021 | 0.002 |
| 2021 | 0.064 | 0.058 | 0.004 | 0.042 |
| 2020 | -0.162 | 0.207 | 0.053 | 0.102 |
| 2019 | 0.065 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.051 |
| 3 years | -0.005 |
| 5 years | 0.048 |