Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 69 |
| 1 month | -0.009 | 0 | 37 |
| 3 months | -0.174 | 0 | 95 |
| 1 year | 0.071 | 0 | 10 |
| 3 years | 0.089 | 0 | 13 |
| 5 years | 0.090 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.279 | — |
| 2023 | 0.306 | — |
| 2022 | -0.401 | — |
| 2021 | 0.039 | — |
| 2020 | 0.956 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.088 | — | — | — |
| 2024 | 0.104 | 0.035 | -0.014 | 0.135 |
| 2023 | 0.135 | 0.063 | -0.048 | 0.136 |
| 2022 | -0.183 | -0.246 | 0.032 | -0.058 |
| 2021 | -0.055 | 0.169 | -0.034 | -0.026 |
| 2020 | 0.035 | 0.420 | 0.170 | 0.137 |
| 2019 | -0.036 | 0.127 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.071 |
| 3 years | 0.089 |
| 5 years | 0.090 |