Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 46 |
| 1 month | -0.027 | 0 | 88 |
| 3 months | -0.042 | 0 | 44 |
| 1 year | 0.050 | 0 | 16 |
| 3 years | 0.031 | 0 | 29 |
| 5 years | 0.045 | 0 | 37 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.078 | — |
| 2022 | -0.126 | — |
| 2021 | 0.084 | — |
| 2020 | 0.014 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.002 | — | — | — |
| 2024 | 0.045 | 0.023 | 0.031 | 0.017 |
| 2023 | 0.028 | 0.008 | -0.014 | 0.056 |
| 2022 | -0.035 | -0.084 | -0.026 | 0.014 |
| 2021 | 0.032 | 0.023 | 0.002 | 0.025 |
| 2020 | -0.145 | 0.071 | 0.040 | 0.065 |
| 2019 | 0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.019 |
| 3 years | 0.020 |
| 5 years | 0.039 |