Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | — |
| 1 month | -0.002 | 0 | — |
| 3 months | -0.079 | 0 | — |
| 1 year | 0.022 | 0 | — |
| 3 years | 0.063 | 0 | — |
| 5 years | 0.105 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | 0.199 | — |
| 2022 | -0.194 | — |
| 2021 | 0.257 | — |
| 2020 | 0.111 | — |
| 2019 | 0.246 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.059 | — | — | — |
| 2024 | 0.103 | 0.023 | 0.024 | 0.000 |
| 2023 | 0.070 | 0.063 | -0.034 | 0.091 |
| 2022 | -0.059 | -0.144 | -0.064 | 0.069 |
| 2021 | 0.068 | 0.069 | 0.010 | 0.090 |
| 2020 | -0.192 | 0.175 | 0.054 | 0.111 |
| 2019 | 0.116 | 0.029 | 0.018 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.039 |
| 5 years | 0.091 |