Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | 64 |
| 1 month | -0.042 | 0 | 64 |
| 3 months | -0.146 | 0 | 70 |
| 1 year | -0.006 | 0 | 48 |
| 3 years | 0.018 | 0 | 45 |
| 5 years | 0.094 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.144 | — |
| 2023 | 0.121 | — |
| 2022 | -0.151 | — |
| 2021 | 0.240 | — |
| 2020 | 0.082 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | 0.063 | -0.022 | 0.055 | 0.044 |
| 2023 | 0.026 | 0.028 | -0.020 | 0.084 |
| 2022 | -0.061 | -0.119 | 0.011 | 0.015 |
| 2021 | 0.137 | 0.037 | 0.007 | 0.045 |
| 2020 | -0.276 | 0.224 | 0.032 | 0.184 |
| 2019 | 0.041 | 0.067 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | 0.015 |
| 5 years | 0.092 |