Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 49 |
| 1 month | 0.009 | 0 | 81 |
| 3 months | 0.013 | 0 | 69 |
| 1 year | 0.068 | 0 | 89 |
| 3 years | 0.064 | 0 | 73 |
| 5 years | 0.031 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.087 | — |
| 2022 | -0.109 | — |
| 2021 | 0.035 | — |
| 2020 | 0.082 | — |
| 2019 | 0.095 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.013 | — | — |
| 2024 | 0.010 | 0.005 | 0.049 | -0.009 |
| 2023 | 0.043 | -0.001 | -0.031 | 0.076 |
| 2022 | -0.049 | -0.083 | -0.011 | 0.034 |
| 2021 | -0.007 | 0.022 | -0.005 | 0.024 |
| 2020 | -0.059 | 0.072 | 0.029 | 0.041 |
| 2019 | 0.052 | 0.023 | 0.005 | 0.013 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.068 |
| 3 years | 0.064 |
| 5 years | 0.031 |