Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | 62 |
| 1 month | -0.010 | 0 | 53 |
| 3 months | 0.014 | 0 | 62 |
| 1 year | 0.049 | 0 | 36 |
| 3 years | 0.013 | 0 | 48 |
| 5 years | 0.025 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.102 | — |
| 2022 | -0.180 | — |
| 2021 | -0.042 | — |
| 2020 | 0.049 | — |
| 2019 | 0.114 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.014 | — | — | — |
| 2024 | 0.022 | 0.000 | 0.053 | -0.017 |
| 2023 | 0.005 | 0.015 | -0.031 | 0.115 |
| 2022 | -0.069 | -0.133 | -0.058 | 0.078 |
| 2021 | -0.049 | 0.032 | -0.006 | -0.017 |
| 2020 | -0.141 | 0.116 | 0.013 | 0.080 |
| 2019 | 0.067 | 0.031 | 0.002 | 0.010 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.028 |
| 3 years | 0.007 |
| 5 years | 0.021 |