Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 10 |
| 1 month | -0.019 | 0 | 2 |
| 3 months | -0.072 | 0 | 10 |
| 1 year | 0.024 | 0 | 9 |
| 3 years | 0.028 | 0 | 46 |
| 5 years | 0.072 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.128 | — |
| 2023 | 0.099 | — |
| 2022 | -0.185 | — |
| 2021 | 0.183 | — |
| 2020 | 0.070 | — |
| 2019 | 0.195 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.086 | 0.024 | 0.010 | 0.004 |
| 2023 | 0.046 | 0.039 | -0.031 | 0.042 |
| 2022 | -0.063 | -0.127 | -0.051 | 0.051 |
| 2021 | 0.074 | 0.059 | -0.008 | 0.048 |
| 2020 | -0.203 | 0.154 | 0.049 | 0.110 |
| 2019 | 0.113 | 0.013 | 0.005 | 0.056 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.019 |
| 5 years | 0.067 |