Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.034 | 0 | 77 |
| 1 month | 0.024 | 0 | 43 |
| 3 months | -0.119 | 0 | 98 |
| 1 year | -0.003 | 0 | 76 |
| 3 years | -0.038 | 0 | 95 |
| 5 years | 0.039 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.016 | — |
| 2023 | 0.609 | — |
| 2022 | -0.677 | — |
| 2021 | 0.100 | — |
| 2020 | 1.036 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.026 | -0.118 | 0.132 | -0.040 |
| 2023 | 0.288 | 0.228 | -0.023 | 0.042 |
| 2022 | -0.335 | -0.431 | -0.034 | -0.116 |
| 2021 | 0.229 | 0.140 | -0.120 | -0.108 |
| 2020 | -0.259 | 0.684 | 0.239 | 0.316 |
| 2019 | 0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | -0.051 |
| 5 years | 0.030 |