Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | — |
| 1 month | -0.023 | 0 | — |
| 3 months | -0.133 | 0 | — |
| 1 year | 0.002 | 0 | — |
| 3 years | 0.089 | 0 | — |
| 5 years | 0.141 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.198 | — |
| 2023 | 0.187 | — |
| 2022 | -0.098 | — |
| 2021 | 0.203 | — |
| 2020 | 0.160 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.121 | 0.002 | 0.024 | 0.042 |
| 2023 | 0.075 | 0.061 | -0.018 | 0.060 |
| 2022 | -0.056 | -0.135 | 0.031 | 0.071 |
| 2021 | 0.107 | 0.017 | 0.006 | 0.062 |
| 2020 | -0.246 | 0.214 | 0.085 | 0.169 |
| 2019 | 0.070 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.002 |
| 3 years | 0.089 |
| 5 years | 0.141 |