Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 43 |
| 1 month | -0.014 | 0 | 50 |
| 3 months | -0.072 | 0 | 51 |
| 1 year | -0.028 | 0 | 54 |
| 3 years | 0.017 | 0 | 74 |
| 5 years | 0.113 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.084 | — |
| 2023 | 0.083 | — |
| 2022 | -0.142 | — |
| 2021 | 0.278 | — |
| 2020 | 0.116 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.077 | -0.020 | 0.069 | -0.039 |
| 2023 | 0.057 | -0.007 | -0.053 | 0.090 |
| 2022 | -0.068 | -0.089 | -0.086 | 0.106 |
| 2021 | 0.113 | 0.055 | 0.029 | 0.058 |
| 2020 | -0.255 | 0.178 | 0.086 | 0.170 |
| 2019 | 0.073 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.017 |
| 5 years | 0.113 |