Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.196 | 0 | 62 |
| 1 month | -0.136 | 0 | 66 |
| 3 months | -0.208 | 0 | 77 |
| 1 year | -0.095 | 0 | 42 |
| 3 years | -0.098 | 0 | 50 |
| 5 years | 0.101 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.244 | — |
| 2023 | 0.099 | — |
| 2022 | -0.333 | — |
| 2021 | 0.683 | — |
| 2020 | 0.059 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | — | — | — |
| 2024 | 0.178 | -0.016 | 0.031 | 0.042 |
| 2023 | -0.006 | 0.081 | 0.073 | -0.047 |
| 2022 | 0.011 | -0.157 | -0.017 | -0.203 |
| 2021 | 0.152 | 0.284 | 0.013 | 0.123 |
| 2020 | -0.348 | 0.278 | 0.083 | 0.173 |
| 2019 | -0.072 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.140 |
| 3 years | -0.113 |
| 5 years | 0.090 |