Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.067 | 0 | 29 |
| 1 month | 0.015 | 0 | 27 |
| 3 months | 0.018 | 0 | 57 |
| 1 year | 0.084 | 0 | 40 |
| 3 years | 0.029 | 0 | 75 |
| 5 years | 0.051 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.036 | — |
| 2022 | -0.046 | — |
| 2021 | 0.053 | — |
| 2020 | -0.032 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.048 | 0.018 | — | — |
| 2024 | 0.039 | 0.002 | 0.025 | -0.009 |
| 2023 | 0.026 | -0.010 | -0.009 | 0.029 |
| 2022 | 0.041 | -0.017 | -0.053 | -0.015 |
| 2021 | -0.030 | 0.052 | 0.019 | 0.012 |
| 2020 | -0.164 | 0.057 | 0.025 | 0.067 |
| 2019 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.012 |
| 5 years | 0.041 |