Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.057 | 0 | 72 |
| 1 month | -0.029 | 0 | 57 |
| 3 months | -0.091 | 0 | 62 |
| 1 year | 0.078 | 0 | 61 |
| 3 years | 0.116 | 0 | 27 |
| 5 years | 0.111 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.271 | — |
| 2023 | 0.184 | — |
| 2022 | -0.136 | — |
| 2021 | 0.183 | — |
| 2020 | 0.109 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.130 | 0.047 | 0.026 | 0.046 |
| 2023 | 0.076 | 0.036 | -0.013 | 0.077 |
| 2022 | -0.062 | -0.122 | -0.028 | 0.078 |
| 2021 | 0.057 | 0.055 | 0.006 | 0.056 |
| 2020 | -0.136 | 0.145 | 0.039 | 0.080 |
| 2019 | 0.008 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.116 |
| 5 years | 0.111 |