Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.013 | 0 | 43 |
| 1 month | -0.016 | 0 | 77 |
| 3 months | 0.015 | 0 | 31 |
| 1 year | 0.077 | 0 | 50 |
| 3 years | -0.019 | 0 | 72 |
| 5 years | -0.051 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.030 | — |
| 2022 | -0.310 | — |
| 2021 | -0.181 | — |
| 2020 | 0.033 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.070 | 0.028 | 0.034 | -0.008 |
| 2023 | 0.024 | -0.010 | -0.050 | 0.069 |
| 2022 | -0.133 | -0.140 | -0.096 | 0.024 |
| 2021 | -0.005 | 0.005 | -0.091 | -0.099 |
| 2020 | -0.148 | 0.134 | 0.026 | 0.042 |
| 2019 | 0.000 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | -0.029 |
| 5 years | -0.056 |