Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 44 |
| 1 month | -0.036 | 0 | 94 |
| 3 months | -0.024 | 0 | 39 |
| 1 year | 0.090 | 0 | 45 |
| 3 years | 0.066 | 0 | 29 |
| 5 years | 0.130 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.154 | — |
| 2023 | 0.050 | — |
| 2022 | 0.012 | — |
| 2021 | 0.293 | — |
| 2020 | 0.072 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.034 | — | — | — |
| 2024 | 0.068 | -0.003 | 0.055 | 0.028 |
| 2023 | -0.014 | 0.013 | -0.004 | 0.056 |
| 2022 | 0.025 | -0.080 | -0.019 | 0.094 |
| 2021 | 0.076 | 0.097 | 0.022 | 0.072 |
| 2020 | -0.149 | 0.093 | 0.047 | 0.101 |
| 2019 | -0.001 | 0.004 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.090 |
| 3 years | 0.066 |
| 5 years | 0.130 |