Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 46 |
| 1 month | -0.004 | 0 | 46 |
| 3 months | -0.036 | 0 | 61 |
| 1 year | 0.048 | 0 | 33 |
| 3 years | 0.046 | 0 | 7 |
| 5 years | 0.063 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | 0.095 | — |
| 2022 | -0.081 | — |
| 2021 | 0.100 | — |
| 2020 | 0.035 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.040 | 0.020 | 0.019 | 0.010 |
| 2023 | 0.026 | 0.009 | 0.003 | 0.055 |
| 2022 | -0.026 | -0.068 | -0.025 | 0.039 |
| 2021 | 0.017 | 0.044 | 0.010 | 0.027 |
| 2020 | -0.136 | 0.114 | 0.004 | 0.071 |
| 2019 | 0.042 | 0.026 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.046 |
| 5 years | 0.063 |