Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.083 | 0 | 68 |
| 1 month | 0.014 | 0 | 92 |
| 3 months | 0.047 | 0 | 86 |
| 1 year | 0.052 | 0 | 93 |
| 3 years | 0.017 | 0 | 97 |
| 5 years | -0.021 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.000 | — |
| 2023 | -0.022 | — |
| 2022 | -0.129 | — |
| 2021 | -0.050 | — |
| 2020 | 0.043 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | 0.019 | 0.047 | — |
| 2024 | -0.018 | -0.002 | 0.051 | -0.028 |
| 2023 | 0.010 | -0.022 | -0.035 | 0.027 |
| 2022 | -0.048 | -0.039 | -0.043 | -0.006 |
| 2021 | -0.002 | -0.002 | -0.011 | -0.036 |
| 2020 | -0.083 | 0.078 | 0.028 | 0.028 |
| 2019 | 0.015 | 0.014 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.007 |
| 5 years | -0.027 |