Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 39 |
| 1 month | 0.003 | 0 | 34 |
| 3 months | -0.010 | 0 | 39 |
| 1 year | 0.068 | 0 | 48 |
| 3 years | 0.064 | 0 | 61 |
| 5 years | 0.100 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.076 | — |
| 2022 | 0.004 | — |
| 2021 | 0.174 | — |
| 2020 | -0.098 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | 0.034 | 0.030 | 0.011 | 0.001 |
| 2023 | 0.042 | -0.006 | 0.018 | 0.021 |
| 2022 | 0.003 | -0.044 | -0.046 | 0.097 |
| 2021 | 0.054 | 0.053 | 0.014 | 0.044 |
| 2020 | -0.245 | 0.107 | -0.040 | 0.124 |
| 2019 | 0.014 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.064 |
| 5 years | 0.100 |