Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 77 |
| 1 month | 0.000 | 0 | 37 |
| 3 months | -0.032 | 0 | 77 |
| 1 year | 0.036 | 0 | 55 |
| 3 years | 0.015 | 0 | 55 |
| 5 years | 0.014 | 0 | 68 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.088 | — |
| 2022 | -0.161 | — |
| 2021 | 0.039 | — |
| 2020 | 0.049 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.023 | 0.002 | 0.033 | 0.004 |
| 2023 | 0.032 | 0.008 | -0.020 | 0.066 |
| 2022 | -0.064 | -0.088 | -0.032 | 0.016 |
| 2021 | 0.005 | 0.016 | 0.001 | 0.016 |
| 2020 | -0.067 | 0.064 | 0.021 | 0.035 |
| 2019 | 0.020 | 0.020 | 0.004 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.015 |
| 5 years | 0.014 |