Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.115 | 0 | 86 |
| 1 month | -0.031 | 0 | 26 |
| 3 months | -0.142 | 0 | 85 |
| 1 year | -0.026 | 0 | 89 |
| 3 years | -0.003 | 0 | 98 |
| 5 years | 0.061 | 0 | 93 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.160 | — |
| 2023 | 0.142 | — |
| 2022 | -0.232 | — |
| 2021 | 0.243 | — |
| 2020 | 0.063 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.086 | — | — | — |
| 2024 | 0.088 | 0.018 | -0.011 | 0.060 |
| 2023 | 0.073 | 0.054 | -0.033 | 0.044 |
| 2022 | -0.058 | -0.137 | -0.024 | -0.032 |
| 2021 | 0.075 | 0.064 | -0.003 | 0.090 |
| 2020 | -0.198 | 0.154 | 0.040 | 0.104 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.055 |
| 3 years | -0.013 |
| 5 years | 0.055 |