Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.132 | 0 | 51 |
| 1 month | -0.029 | 0 | 48 |
| 3 months | -0.156 | 0 | 40 |
| 1 year | -0.062 | 0 | 70 |
| 3 years | 0.085 | 0 | 41 |
| 5 years | 0.122 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.270 | — |
| 2023 | 0.187 | — |
| 2022 | -0.082 | — |
| 2021 | 0.395 | — |
| 2020 | -0.037 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.107 | — | — | — |
| 2024 | 0.182 | 0.018 | 0.006 | 0.050 |
| 2023 | 0.076 | 0.110 | -0.033 | 0.027 |
| 2022 | -0.036 | -0.092 | 0.018 | 0.031 |
| 2021 | 0.132 | 0.052 | 0.052 | 0.114 |
| 2020 | -0.152 | 0.097 | 0.039 | -0.005 |
| 2019 | 0.033 | 0.046 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.109 |
| 3 years | 0.066 |
| 5 years | 0.110 |