Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.089 | 0 | — |
| 1 month | 0.028 | 0 | — |
| 3 months | -0.115 | 0 | — |
| 1 year | 0.060 | 0 | — |
| 3 years | 0.065 | 0 | — |
| 5 years | 0.066 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.250 | — |
| 2023 | 0.292 | — |
| 2022 | -0.400 | — |
| 2021 | 0.052 | — |
| 2020 | 0.438 | — |
| 2019 | 0.321 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.114 | — | — | — |
| 2024 | 0.131 | 0.050 | 0.031 | 0.021 |
| 2023 | 0.136 | 0.090 | -0.069 | 0.121 |
| 2022 | -0.147 | -0.248 | -0.062 | -0.003 |
| 2021 | -0.028 | 0.100 | -0.005 | -0.010 |
| 2020 | -0.175 | 0.333 | 0.115 | 0.173 |
| 2019 | 0.185 | 0.062 | -0.025 | 0.076 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.007 |
| 3 years | 0.047 |
| 5 years | 0.055 |