Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 78 |
| 1 month | 0.023 | 0 | 44 |
| 3 months | -0.119 | 0 | 98 |
| 1 year | -0.006 | 0 | 77 |
| 3 years | -0.040 | 0 | 95 |
| 5 years | 0.036 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.018 | — |
| 2023 | 0.607 | — |
| 2022 | -0.678 | — |
| 2021 | 0.098 | — |
| 2020 | 1.032 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.057 | — | — | — |
| 2024 | 0.025 | -0.118 | 0.132 | -0.040 |
| 2023 | 0.288 | 0.227 | -0.024 | 0.042 |
| 2022 | -0.335 | -0.431 | -0.035 | -0.117 |
| 2021 | 0.229 | 0.139 | -0.121 | -0.108 |
| 2020 | -0.259 | 0.683 | 0.238 | 0.315 |
| 2019 | 0.116 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.045 |
| 3 years | -0.053 |
| 5 years | 0.028 |