Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.097 | 0 | — |
1 month | -0.034 | 0 | — |
3 months | -0.122 | 0 | — |
1 year | -0.004 | 0 | — |
3 years | 0.034 | 0 | — |
5 years | 0.066 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.166 | — |
2023 | 0.146 | — |
2022 | -0.158 | — |
2021 | 0.168 | — |
2020 | 0.087 | — |
2019 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.065 | — | — | — |
2024 | 0.079 | 0.021 | 0.008 | 0.050 |
2023 | 0.052 | 0.044 | -0.015 | 0.059 |
2022 | -0.051 | -0.103 | -0.002 | -0.009 |
2021 | 0.049 | 0.043 | 0.011 | 0.056 |
2020 | -0.137 | 0.139 | 0.034 | 0.070 |
2019 | 0.013 | 0.028 | 0.039 | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.004 |
3 years | 0.034 |
5 years | 0.066 |