Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 30 |
| 1 month | -0.012 | 0 | 17 |
| 3 months | -0.070 | 0 | 36 |
| 1 year | 0.050 | 0 | 80 |
| 3 years | 0.055 | 0 | 75 |
| 5 years | 0.101 | 0 | 60 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.172 | — |
| 2022 | -0.191 | — |
| 2021 | 0.125 | — |
| 2020 | 0.184 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.019 | — | — | — |
| 2024 | 0.115 | -0.006 | 0.016 | 0.016 |
| 2023 | 0.077 | 0.016 | -0.042 | 0.118 |
| 2022 | -0.056 | -0.144 | -0.062 | 0.068 |
| 2021 | 0.061 | 0.020 | -0.001 | 0.041 |
| 2020 | -0.230 | 0.240 | 0.070 | 0.159 |
| 2019 | 0.043 | -0.039 | 0.048 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.055 |
| 5 years | 0.101 |