Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 40 |
| 1 month | 0.038 | 0 | 20 |
| 3 months | 0.094 | 0 | 23 |
| 1 year | 0.083 | 0 | 51 |
| 3 years | 0.055 | 0 | 77 |
| 5 years | 0.061 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.086 | — |
| 2023 | 0.056 | — |
| 2022 | -0.117 | — |
| 2021 | 0.122 | — |
| 2020 | 0.036 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.025 | 0.047 | — | — |
| 2024 | 0.034 | 0.019 | 0.015 | 0.015 |
| 2023 | 0.008 | 0.004 | -0.007 | 0.051 |
| 2022 | -0.048 | -0.081 | -0.019 | 0.028 |
| 2021 | 0.024 | 0.048 | 0.021 | 0.024 |
| 2020 | -0.175 | 0.128 | 0.017 | 0.094 |
| 2019 | 0.014 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.083 |
| 3 years | 0.055 |
| 5 years | 0.061 |