Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | 94 |
| 1 month | -0.033 | 0 | 76 |
| 3 months | -0.172 | 0 | 88 |
| 1 year | -0.050 | 0 | 76 |
| 3 years | 0.026 | 0 | 72 |
| 5 years | 0.066 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.111 | — |
| 2023 | 0.177 | — |
| 2022 | -0.227 | — |
| 2021 | 0.088 | — |
| 2020 | 0.327 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.115 | — | — | — |
| 2024 | 0.087 | -0.068 | 0.086 | 0.010 |
| 2023 | 0.053 | 0.061 | -0.062 | 0.123 |
| 2022 | -0.095 | -0.209 | -0.010 | 0.090 |
| 2021 | 0.042 | 0.040 | -0.012 | 0.016 |
| 2020 | -0.201 | 0.264 | 0.084 | 0.212 |
| 2019 | 0.042 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.050 |
| 3 years | 0.026 |
| 5 years | 0.066 |