Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | — |
| 1 month | -0.013 | 0 | — |
| 3 months | 0.031 | 0 | — |
| 1 year | 0.095 | 0 | — |
| 3 years | 0.056 | 0 | — |
| 5 years | 0.065 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.086 | — |
| 2022 | -0.126 | — |
| 2021 | 0.014 | — |
| 2020 | 0.190 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.057 | — | — | — |
| 2024 | 0.036 | 0.043 | 0.046 | -0.030 |
| 2023 | 0.043 | 0.002 | 0.009 | 0.030 |
| 2022 | -0.061 | -0.028 | -0.076 | 0.036 |
| 2021 | 0.078 | 0.033 | -0.067 | -0.024 |
| 2020 | -0.124 | 0.171 | 0.041 | 0.114 |
| 2019 | 0.044 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.056 |
| 5 years | 0.065 |