Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 35 |
| 1 month | -0.045 | 0 | 25 |
| 3 months | -0.031 | 0 | 35 |
| 1 year | 0.023 | 0 | 41 |
| 3 years | 0.050 | 0 | 27 |
| 5 years | 0.091 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.077 | — |
| 2022 | -0.087 | — |
| 2021 | 0.100 | — |
| 2020 | 0.136 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.031 | — | — | — |
| 2024 | 0.088 | 0.013 | -0.016 | 0.060 |
| 2023 | 0.002 | 0.016 | 0.021 | 0.036 |
| 2022 | -0.054 | -0.058 | 0.028 | -0.004 |
| 2021 | 0.006 | 0.049 | 0.014 | 0.029 |
| 2020 | -0.115 | 0.156 | 0.042 | 0.065 |
| 2019 | -0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | 0.032 |
| 5 years | 0.080 |