Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 34 |
| 1 month | 0.014 | 0 | 58 |
| 3 months | -0.038 | 0 | 61 |
| 1 year | 0.011 | 0 | 68 |
| 3 years | 0.082 | 0 | 35 |
| 5 years | 0.072 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.129 | — |
| 2022 | -0.064 | — |
| 2021 | 0.028 | — |
| 2020 | 0.109 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.018 | — | — | — |
| 2024 | 0.122 | -0.039 | -0.003 | 0.021 |
| 2023 | 0.030 | 0.042 | 0.017 | 0.034 |
| 2022 | -0.043 | -0.076 | 0.017 | 0.041 |
| 2021 | 0.004 | -0.005 | 0.070 | -0.039 |
| 2020 | -0.118 | 0.133 | 0.021 | 0.086 |
| 2019 | 0.065 | 0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.011 |
| 3 years | 0.082 |
| 5 years | 0.072 |