Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 21 |
| 1 month | -0.014 | 0 | 25 |
| 3 months | -0.080 | 0 | 23 |
| 1 year | -0.114 | 0 | 94 |
| 3 years | -0.052 | 0 | 92 |
| 5 years | 0.017 | 0 | 95 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.079 | — |
| 2023 | 0.083 | — |
| 2022 | -0.241 | — |
| 2021 | 0.143 | — |
| 2020 | 0.205 | — |
| 2019 | 0.181 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.017 | -0.018 | -0.011 | -0.067 |
| 2023 | 0.074 | -0.013 | -0.082 | 0.113 |
| 2022 | -0.116 | -0.140 | -0.063 | 0.065 |
| 2021 | 0.034 | 0.052 | 0.017 | 0.034 |
| 2020 | -0.167 | 0.199 | 0.072 | 0.125 |
| 2019 | 0.076 | 0.009 | 0.002 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.140 |
| 3 years | -0.061 |
| 5 years | 0.011 |