Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.058 | 0 | 33 |
| 1 month | 0.011 | 0 | 31 |
| 3 months | 0.074 | 0 | 62 |
| 1 year | 0.039 | 0 | 70 |
| 3 years | 0.076 | 0 | 67 |
| 5 years | 0.114 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.127 | — |
| 2022 | -0.085 | — |
| 2021 | 0.209 | — |
| 2020 | 0.187 | — |
| 2019 | 0.182 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | 0.038 | — | — |
| 2024 | 0.072 | -0.030 | 0.037 | -0.030 |
| 2023 | 0.012 | 0.029 | -0.016 | 0.100 |
| 2022 | -0.011 | -0.119 | -0.048 | 0.104 |
| 2021 | 0.097 | 0.036 | 0.010 | 0.054 |
| 2020 | -0.188 | 0.148 | 0.061 | 0.199 |
| 2019 | 0.075 | 0.033 | 0.000 | 0.065 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.054 |
| 5 years | 0.101 |