Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.019 | 0 | — |
| 3 months | -0.012 | 0 | — |
| 1 year | -0.052 | 0 | — |
| 3 years | 0.135 | 0 | — |
| 5 years | 0.190 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.149 | — |
| 2023 | 0.257 | — |
| 2022 | 0.031 | — |
| 2021 | 0.298 | — |
| 2020 | 0.165 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.046 | 0.108 | — | — |
| 2024 | 0.042 | 0.113 | 0.075 | -0.078 |
| 2023 | -0.059 | 0.130 | 0.053 | 0.122 |
| 2022 | -0.007 | -0.099 | 0.108 | 0.040 |
| 2021 | 0.067 | 0.094 | 0.117 | -0.004 |
| 2020 | -0.286 | 0.205 | 0.100 | 0.231 |
| 2019 | 0.056 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.052 |
| 3 years | 0.135 |
| 5 years | 0.190 |