Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.151 | 0 | 81 |
| 1 month | -0.013 | 0 | 25 |
| 3 months | -0.153 | 0 | 81 |
| 1 year | -0.250 | 0 | 92 |
| 3 years | -0.215 | 0 | 90 |
| 5 years | -0.062 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.233 | — |
| 2023 | -0.129 | — |
| 2022 | -0.275 | — |
| 2021 | -0.143 | — |
| 2020 | 1.040 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.140 | — | — | — |
| 2024 | -0.090 | -0.055 | -0.003 | -0.106 |
| 2023 | 0.012 | -0.044 | -0.127 | 0.032 |
| 2022 | -0.084 | -0.153 | 0.049 | -0.109 |
| 2021 | -0.088 | -0.002 | -0.072 | 0.013 |
| 2020 | -0.170 | 0.327 | 0.284 | 0.443 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.250 |
| 3 years | -0.215 |
| 5 years | -0.062 |