Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 45 |
| 1 month | -0.009 | 0 | 5 |
| 3 months | -0.045 | 0 | 37 |
| 1 year | 0.021 | 0 | 9 |
| 3 years | 0.035 | 0 | 5 |
| 5 years | 0.062 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.128 | — |
| 2022 | -0.125 | — |
| 2021 | 0.139 | — |
| 2020 | 0.074 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.015 | — | — | — |
| 2024 | 0.042 | 0.014 | 0.012 | 0.010 |
| 2023 | 0.069 | 0.041 | -0.003 | 0.017 |
| 2022 | -0.038 | -0.061 | -0.026 | -0.006 |
| 2021 | 0.047 | 0.048 | -0.003 | 0.041 |
| 2020 | -0.152 | 0.220 | -0.009 | 0.048 |
| 2019 | 0.020 | 0.017 | 0.060 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.030 |
| 3 years | 0.018 |
| 5 years | 0.051 |