Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 17 |
| 1 month | 0.003 | 0 | 27 |
| 3 months | -0.079 | 0 | 14 |
| 1 year | 0.053 | 0 | 34 |
| 3 years | 0.090 | 0 | 38 |
| 5 years | 0.084 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.434 | — |
| 2022 | -0.395 | — |
| 2021 | 0.122 | — |
| 2020 | 0.405 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.090 | 0.131 | 0.019 | -0.081 |
| 2023 | 0.177 | 0.144 | -0.056 | 0.129 |
| 2022 | -0.113 | -0.271 | -0.078 | 0.016 |
| 2021 | 0.006 | 0.101 | -0.029 | 0.044 |
| 2020 | -0.120 | 0.249 | 0.144 | 0.118 |
| 2019 | -0.011 | -0.049 | 0.104 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | 0.063 |
| 5 years | 0.069 |