Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 63 |
| 1 month | -0.026 | 0 | 80 |
| 3 months | 0.003 | 0 | 63 |
| 1 year | 0.070 | 0 | 57 |
| 3 years | -0.014 | 0 | 85 |
| 5 years | 0.053 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.073 | — |
| 2023 | -0.021 | — |
| 2022 | -0.057 | — |
| 2021 | 0.209 | — |
| 2020 | -0.082 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | — | — | — |
| 2024 | 0.005 | -0.001 | 0.075 | -0.006 |
| 2023 | 0.001 | -0.011 | -0.076 | 0.070 |
| 2022 | 0.036 | -0.051 | -0.038 | -0.003 |
| 2021 | 0.080 | 0.023 | 0.006 | 0.089 |
| 2020 | -0.148 | 0.070 | -0.028 | 0.035 |
| 2019 | 0.033 | 0.083 | -0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.070 |
| 3 years | -0.014 |
| 5 years | 0.053 |