Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.135 | 0 | 55 |
| 1 month | -0.028 | 0 | 45 |
| 3 months | -0.165 | 0 | 54 |
| 1 year | -0.028 | 0 | 35 |
| 3 years | 0.088 | 0 | 35 |
| 5 years | 0.122 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.301 | — |
| 2023 | 0.190 | — |
| 2022 | -0.089 | — |
| 2021 | 0.339 | — |
| 2020 | 0.007 | — |
| 2019 | 0.311 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.110 | — | — | — |
| 2024 | 0.155 | 0.032 | 0.015 | 0.076 |
| 2023 | 0.077 | 0.106 | -0.020 | 0.019 |
| 2022 | -0.027 | -0.099 | 0.017 | 0.022 |
| 2021 | 0.115 | 0.048 | 0.034 | 0.108 |
| 2020 | -0.146 | 0.092 | 0.064 | 0.016 |
| 2019 | 0.147 | 0.038 | 0.064 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.088 |
| 5 years | 0.122 |