Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.127 | 0 | 95 |
| 1 month | -0.032 | 0 | 28 |
| 3 months | -0.148 | 0 | 90 |
| 1 year | -0.032 | 0 | 92 |
| 3 years | 0.069 | 0 | 32 |
| 5 years | 0.109 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.253 | — |
| 2023 | 0.244 | — |
| 2022 | -0.202 | — |
| 2021 | 0.322 | — |
| 2020 | 0.034 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.162 | 0.041 | -0.010 | 0.046 |
| 2023 | 0.041 | 0.086 | -0.004 | 0.105 |
| 2022 | -0.078 | -0.139 | -0.027 | 0.034 |
| 2021 | 0.128 | 0.079 | 0.005 | 0.081 |
| 2020 | -0.210 | 0.149 | 0.074 | 0.061 |
| 2019 | 0.038 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.081 |
| 3 years | 0.051 |
| 5 years | 0.098 |