Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.127 | 0 | 75 |
| 1 month | -0.035 | 0 | 58 |
| 3 months | -0.158 | 0 | 73 |
| 1 year | -0.043 | 0 | 82 |
| 3 years | 0.020 | 0 | 78 |
| 5 years | 0.060 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.211 | — |
| 2022 | -0.297 | — |
| 2021 | 0.184 | — |
| 2020 | 0.184 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.096 | — | — | — |
| 2024 | 0.112 | 0.011 | 0.017 | 0.035 |
| 2023 | 0.122 | 0.062 | -0.077 | 0.101 |
| 2022 | -0.118 | -0.163 | -0.041 | -0.007 |
| 2021 | 0.049 | 0.062 | 0.011 | 0.051 |
| 2020 | -0.176 | 0.220 | 0.039 | 0.134 |
| 2019 | 0.028 | 0.024 | 0.059 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.020 |
| 5 years | 0.060 |