Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.170 | 0 | 53 |
1 month | 0.003 | 0 | 27 |
3 months | 0.042 | 0 | 54 |
1 year | 0.099 | 0 | 76 |
3 years | 0.061 | 0 | 87 |
5 years | 0.085 | 0 | 78 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | -0.134 | — |
2023 | 0.142 | — |
2022 | -0.062 | — |
2021 | 0.172 | — |
2020 | 0.014 | — |
2019 | 0.035 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.076 | 0.085 | — | — |
2024 | -0.013 | -0.067 | 0.024 | -0.083 |
2023 | 0.085 | -0.011 | -0.041 | 0.111 |
2022 | 0.040 | -0.123 | -0.063 | 0.097 |
2021 | 0.047 | 0.060 | 0.014 | 0.041 |
2020 | -0.240 | 0.138 | -0.005 | 0.179 |
2019 | 0.026 | 0.003 | -0.006 | 0.012 |
2018 | -0.166 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.099 |
3 years | 0.061 |
5 years | 0.085 |