Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.059 | 0 | 4 |
| 1 month | 0.001 | 0 | 61 |
| 3 months | 0.032 | 0 | 6 |
| 1 year | 0.078 | 0 | 33 |
| 3 years | 0.064 | 0 | 8 |
| 5 years | 0.089 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.082 | — |
| 2022 | -0.013 | — |
| 2021 | 0.095 | — |
| 2020 | 0.046 | — |
| 2019 | 0.067 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.059 | — | — | — |
| 2024 | 0.031 | -0.004 | 0.059 | -0.041 |
| 2023 | 0.012 | 0.012 | 0.021 | 0.034 |
| 2022 | 0.007 | -0.078 | -0.029 | 0.096 |
| 2021 | 0.066 | 0.028 | -0.003 | 0.001 |
| 2020 | -0.155 | 0.097 | 0.028 | 0.097 |
| 2019 | 0.041 | -0.009 | -0.003 | 0.036 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.048 |
| 5 years | 0.079 |