Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 25 |
| 1 month | -0.018 | 0 | 19 |
| 3 months | -0.059 | 0 | 24 |
| 1 year | 0.101 | 0 | 22 |
| 3 years | 0.084 | 0 | 40 |
| 5 years | 0.096 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.194 | — |
| 2023 | 0.121 | — |
| 2022 | -0.108 | — |
| 2021 | 0.153 | — |
| 2020 | 0.071 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.084 | 0.018 | 0.052 | 0.028 |
| 2023 | 0.055 | 0.017 | -0.022 | 0.068 |
| 2022 | -0.035 | -0.126 | -0.016 | 0.074 |
| 2021 | 0.038 | 0.053 | 0.002 | 0.054 |
| 2020 | -0.157 | 0.129 | 0.043 | 0.079 |
| 2019 | 0.009 | 0.046 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.084 |
| 5 years | 0.096 |