Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 53 |
| 1 month | -0.006 | 0 | 81 |
| 3 months | -0.014 | 0 | 87 |
| 1 year | 0.003 | 0 | 88 |
| 3 years | 0.057 | 0 | 47 |
| 5 years | 0.052 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.070 | — |
| 2022 | -0.208 | — |
| 2021 | 0.204 | — |
| 2020 | 0.039 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | -0.014 | — | — |
| 2024 | 0.104 | 0.024 | 0.016 | -0.024 |
| 2023 | 0.049 | 0.025 | -0.027 | 0.024 |
| 2022 | -0.073 | -0.120 | -0.063 | 0.037 |
| 2021 | 0.093 | 0.074 | -0.028 | 0.055 |
| 2020 | -0.162 | 0.112 | 0.033 | 0.079 |
| 2019 | 0.030 | 0.004 | 0.061 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.027 |
| 3 years | 0.046 |
| 5 years | 0.046 |