Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.014 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | -0.020 | 0 | — |
| 1 year | 0.177 | 0 | — |
| 3 years | 0.095 | 0 | — |
| 5 years | 0.143 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.215 | — |
| 2023 | 0.116 | — |
| 2022 | -0.058 | — |
| 2021 | 0.250 | — |
| 2020 | 0.056 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.066 | -0.005 | 0.105 | 0.037 |
| 2023 | 0.045 | 0.011 | -0.021 | 0.080 |
| 2022 | 0.039 | -0.131 | -0.014 | 0.059 |
| 2021 | 0.081 | 0.085 | 0.002 | 0.064 |
| 2020 | -0.208 | 0.169 | 0.047 | 0.089 |
| 2019 | 0.025 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.177 |
| 3 years | 0.095 |
| 5 years | 0.143 |