Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 54 |
| 1 month | -0.080 | 0 | 25 |
| 3 months | -0.028 | 0 | 52 |
| 1 year | 0.061 | 0 | 71 |
| 3 years | -0.056 | 0 | 67 |
| 5 years | -0.044 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.155 | — |
| 2023 | -0.209 | — |
| 2022 | -0.197 | — |
| 2021 | -0.090 | — |
| 2020 | 0.224 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.056 | — | — | — |
| 2024 | -0.003 | 0.023 | 0.148 | -0.014 |
| 2023 | 0.004 | -0.118 | -0.020 | -0.089 |
| 2022 | -0.127 | 0.084 | -0.163 | 0.014 |
| 2021 | 0.029 | 0.043 | -0.137 | -0.017 |
| 2020 | -0.084 | 0.165 | 0.052 | 0.089 |
| 2019 | 0.003 | 0.084 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | -0.065 |
| 5 years | -0.050 |