Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.095 | 0 | 57 |
| 1 month | -0.021 | 0 | 45 |
| 3 months | -0.120 | 0 | 58 |
| 1 year | -0.049 | 0 | 58 |
| 3 years | -0.024 | 0 | 71 |
| 5 years | 0.075 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.022 | — |
| 2022 | -0.211 | — |
| 2021 | 0.238 | — |
| 2020 | 0.419 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | — | — | — |
| 2024 | 0.063 | 0.011 | 0.029 | -0.020 |
| 2023 | 0.069 | 0.011 | -0.101 | 0.053 |
| 2022 | -0.101 | -0.108 | 0.007 | -0.023 |
| 2021 | 0.019 | 0.053 | 0.026 | 0.126 |
| 2020 | -0.146 | 0.257 | 0.120 | 0.180 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | -0.024 |
| 5 years | 0.075 |