Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 55 |
| 1 month | -0.036 | 0 | 38 |
| 3 months | -0.124 | 0 | 55 |
| 1 year | -0.007 | 0 | 79 |
| 3 years | 0.004 | 0 | 97 |
| 5 years | 0.051 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.045 | — |
| 2022 | -0.123 | — |
| 2021 | 0.133 | — |
| 2020 | 0.102 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | — | — | — |
| 2024 | 0.093 | 0.024 | 0.008 | 0.035 |
| 2023 | 0.005 | 0.012 | -0.011 | 0.038 |
| 2022 | -0.047 | -0.072 | -0.013 | 0.004 |
| 2021 | 0.057 | 0.025 | 0.006 | 0.040 |
| 2020 | -0.149 | 0.155 | 0.048 | 0.070 |
| 2019 | 0.021 | 0.044 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | -0.007 |
| 5 years | 0.044 |