Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.083 | 0 | 75 |
| 1 month | 0.013 | 0 | 62 |
| 3 months | -0.105 | 0 | 67 |
| 1 year | -0.090 | 0 | 87 |
| 3 years | 0.058 | 0 | 87 |
| 5 years | 0.075 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.209 | — |
| 2022 | -0.197 | — |
| 2021 | 0.270 | — |
| 2020 | 0.084 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.095 | — | — | — |
| 2024 | 0.161 | -0.061 | 0.067 | -0.023 |
| 2023 | 0.151 | 0.065 | -0.079 | 0.070 |
| 2022 | -0.135 | -0.058 | -0.018 | 0.003 |
| 2021 | 0.041 | 0.096 | 0.030 | 0.080 |
| 2020 | -0.093 | 0.080 | 0.074 | 0.029 |
| 2019 | 0.083 | 0.020 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.090 |
| 3 years | 0.058 |
| 5 years | 0.075 |