Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.081 | 0 | 56 |
| 1 month | -0.049 | 0 | 65 |
| 3 months | -0.093 | 0 | 69 |
| 1 year | 0.014 | 0 | 21 |
| 3 years | 0.015 | 0 | 24 |
| 5 years | 0.053 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.139 | — |
| 2023 | 0.054 | — |
| 2022 | -0.028 | — |
| 2021 | 0.163 | — |
| 2020 | -0.008 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | — | — | — |
| 2024 | 0.040 | 0.016 | 0.013 | 0.064 |
| 2023 | 0.022 | -0.010 | 0.002 | 0.039 |
| 2022 | 0.006 | -0.022 | 0.028 | -0.040 |
| 2021 | 0.059 | 0.018 | 0.029 | 0.047 |
| 2020 | -0.077 | 0.059 | -0.015 | 0.030 |
| 2019 | 0.054 | 0.004 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.015 |
| 5 years | 0.053 |