Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.118 | 0 | 64 |
| 1 month | -0.028 | 0 | 40 |
| 3 months | -0.165 | 0 | 80 |
| 1 year | -0.025 | 0 | 68 |
| 3 years | -0.018 | 0 | 99 |
| 5 years | 0.026 | 0 | 99 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.160 | — |
| 2022 | -0.396 | — |
| 2021 | 0.083 | — |
| 2020 | 0.596 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.093 | — | — | — |
| 2024 | 0.057 | -0.002 | 0.049 | 0.032 |
| 2023 | 0.074 | 0.039 | -0.056 | 0.102 |
| 2022 | -0.165 | -0.237 | -0.017 | -0.036 |
| 2021 | 0.045 | 0.083 | -0.051 | 0.009 |
| 2020 | -0.110 | 0.387 | 0.141 | 0.134 |
| 2019 | 0.096 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.074 |
| 3 years | -0.035 |
| 5 years | 0.015 |