Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 95 |
| 1 month | -0.015 | 0 | 51 |
| 3 months | -0.127 | 0 | 96 |
| 1 year | -0.047 | 0 | 97 |
| 3 years | 0.034 | 0 | 33 |
| 5 years | 0.037 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.207 | — |
| 2022 | -0.250 | — |
| 2021 | 0.183 | — |
| 2020 | 0.011 | — |
| 2019 | 0.150 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.083 | 0.018 | -0.031 | 0.041 |
| 2023 | 0.113 | 0.065 | -0.058 | 0.081 |
| 2022 | -0.116 | -0.143 | -0.012 | 0.002 |
| 2021 | 0.067 | 0.057 | -0.028 | 0.078 |
| 2020 | -0.130 | 0.075 | 0.030 | 0.049 |
| 2019 | 0.096 | 0.010 | 0.005 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.047 |
| 3 years | 0.034 |
| 5 years | 0.037 |