Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 73 |
| 1 month | 0.007 | 0 | 69 |
| 3 months | 0.013 | 0 | 76 |
| 1 year | 0.064 | 0 | 69 |
| 3 years | 0.024 | 0 | 36 |
| 5 years | 0 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.025 | — |
| 2023 | 0.088 | — |
| 2022 | -0.155 | — |
| 2021 | -0.025 | — |
| 2020 | 0.075 | — |
| 2019 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.001 | -0.004 | 0.043 | -0.015 |
| 2023 | 0.026 | -0.004 | -0.010 | 0.075 |
| 2022 | -0.069 | -0.069 | -0.047 | 0.022 |
| 2021 | -0.040 | 0.022 | -0.003 | -0.003 |
| 2020 | -0.028 | 0.064 | 0.020 | 0.019 |
| 2019 | 0.034 | 0.027 | 0.022 | -0.008 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.024 |
| 5 years | 0 |