Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.053 | 0 | 26 |
| 1 month | -0.006 | 0 | 48 |
| 3 months | -0.008 | 0 | 25 |
| 1 year | 0.064 | 0 | 36 |
| 3 years | 0.080 | 0 | 29 |
| 5 years | 0.114 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.140 | — |
| 2022 | -0.108 | — |
| 2021 | 0.266 | — |
| 2020 | -0.064 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.088 | 0.029 | 0.013 | -0.029 |
| 2023 | 0.066 | 0.024 | -0.010 | 0.056 |
| 2022 | -0.055 | -0.102 | -0.047 | 0.102 |
| 2021 | 0.087 | 0.061 | 0.010 | 0.087 |
| 2020 | -0.238 | 0.105 | 0.012 | 0.098 |
| 2019 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.073 |
| 5 years | 0.109 |