Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 9 |
| 1 month | 0.001 | 0 | 21 |
| 3 months | 0.030 | 0 | 2 |
| 1 year | 0.085 | 0 | 33 |
| 3 years | 0.035 | 0 | 68 |
| 5 years | 0.133 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.015 | — |
| 2023 | 0.022 | — |
| 2022 | -0.056 | — |
| 2021 | 0.116 | — |
| 2020 | 0.473 | — |
| 2019 | 0.300 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | -0.002 | -0.026 | 0.091 | -0.042 |
| 2023 | 0.093 | -0.028 | -0.088 | 0.055 |
| 2022 | -0.042 | -0.102 | -0.017 | 0.116 |
| 2021 | 0.083 | 0.017 | -0.013 | 0.026 |
| 2020 | -0.150 | 0.176 | 0.206 | 0.221 |
| 2019 | 0.105 | 0.045 | -0.018 | 0.146 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.085 |
| 3 years | 0.035 |
| 5 years | 0.133 |