Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 94 |
| 1 month | -0.027 | 0 | 94 |
| 3 months | -0.013 | 0 | 94 |
| 1 year | 0.022 | 0 | 82 |
| 3 years | 0.009 | 0 | 69 |
| 5 years | 0.039 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.071 | — |
| 2022 | -0.126 | — |
| 2021 | 0.067 | — |
| 2020 | 0.067 | — |
| 2019 | 0.131 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.019 | 0.005 | 0.028 | 0.001 |
| 2023 | 0.019 | 0.003 | -0.017 | 0.067 |
| 2022 | -0.052 | -0.068 | -0.020 | 0.009 |
| 2021 | -0.008 | 0.036 | 0.013 | 0.026 |
| 2020 | -0.083 | 0.092 | 0.024 | 0.041 |
| 2019 | 0.055 | 0.039 | 0.024 | 0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.009 |
| 5 years | 0.039 |