Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.105 | 0 | 99 |
| 1 month | 0.005 | 0 | 16 |
| 3 months | -0.136 | 0 | 99 |
| 1 year | 0.014 | 0 | 8 |
| 3 years | -0.068 | 0 | 99 |
| 5 years | 0.123 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.401 | — |
| 2023 | -0.126 | — |
| 2022 | -0.389 | — |
| 2021 | 0.202 | — |
| 2020 | 0.880 | — |
| 2019 | 0.314 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.109 | — | — | — |
| 2024 | 0.227 | 0.073 | 0.017 | 0.047 |
| 2023 | 0.055 | -0.119 | 0.013 | -0.072 |
| 2022 | -0.114 | -0.237 | -0.084 | -0.014 |
| 2021 | 0.107 | 0.097 | 0.048 | -0.055 |
| 2020 | -0.255 | 0.444 | 0.163 | 0.503 |
| 2019 | 0.136 | 0.083 | -0.047 | 0.120 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | -0.072 |
| 5 years | 0.121 |