Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 55 |
| 1 month | -0.012 | 0 | 17 |
| 3 months | -0.035 | 0 | 17 |
| 1 year | 0.065 | 0 | 87 |
| 3 years | 0.031 | 0 | 98 |
| 5 years | 0.049 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.101 | — |
| 2023 | 0.072 | — |
| 2022 | -0.184 | — |
| 2021 | 0.119 | — |
| 2020 | 0.061 | — |
| 2019 | 0.133 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.035 | 0.002 | 0.065 | -0.004 |
| 2023 | 0.036 | 0.004 | -0.040 | 0.073 |
| 2022 | -0.088 | -0.118 | -0.024 | 0.039 |
| 2021 | 0.041 | 0.042 | 0.004 | 0.027 |
| 2020 | -0.174 | 0.111 | 0.048 | 0.104 |
| 2019 | 0.092 | 0.011 | 0.008 | 0.019 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.031 |
| 5 years | 0.049 |