Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 47 |
| 1 month | -0.040 | 0 | 85 |
| 3 months | -0.089 | 0 | 60 |
| 1 year | -0.047 | 0 | 97 |
| 3 years | -0.009 | 0 | 96 |
| 5 years | 0.085 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | 0.066 | — |
| 2022 | -0.059 | — |
| 2021 | 0.246 | — |
| 2020 | -0.064 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.012 | — | — | — |
| 2024 | 0.043 | 0.006 | 0.025 | -0.023 |
| 2023 | 0.036 | 0.015 | -0.004 | 0.019 |
| 2022 | 0.014 | -0.067 | -0.085 | 0.087 |
| 2021 | 0.149 | 0.016 | -0.024 | 0.093 |
| 2020 | -0.324 | 0.155 | -0.002 | 0.202 |
| 2019 | -0.060 | 0.029 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.094 |
| 3 years | -0.026 |
| 5 years | 0.074 |