Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.128 | 0 | 67 |
| 1 month | -0.030 | 0 | 53 |
| 3 months | -0.116 | 0 | 52 |
| 1 year | -0.176 | 0 | 73 |
| 3 years | -0.107 | 0 | 49 |
| 5 years | 0.084 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.147 | — |
| 2023 | 0.007 | — |
| 2022 | -0.136 | — |
| 2021 | 0.208 | — |
| 2020 | 0.566 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.101 | — | — | — |
| 2024 | -0.063 | -0.046 | 0.076 | -0.113 |
| 2023 | 0.052 | -0.001 | -0.136 | 0.109 |
| 2022 | -0.027 | -0.150 | 0.027 | 0.016 |
| 2021 | 0.128 | 0.019 | -0.021 | 0.073 |
| 2020 | -0.297 | 0.305 | 0.227 | 0.391 |
| 2019 | 0.162 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.217 |
| 3 years | -0.122 |
| 5 years | 0.073 |