Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 29 |
| 1 month | 0.004 | 0 | 77 |
| 3 months | -0.015 | 0 | 27 |
| 1 year | 0.061 | 0 | 76 |
| 3 years | 0.040 | 0 | 93 |
| 5 years | 0.101 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.135 | — |
| 2022 | -0.128 | — |
| 2021 | 0.204 | — |
| 2020 | 0.147 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.012 | 0.001 | 0.062 | -0.045 |
| 2023 | 0.038 | 0.030 | -0.040 | 0.106 |
| 2022 | -0.022 | -0.141 | -0.080 | 0.129 |
| 2021 | 0.081 | 0.060 | -0.006 | 0.057 |
| 2020 | -0.218 | 0.190 | 0.053 | 0.171 |
| 2019 | 0.020 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.035 |
| 5 years | 0.098 |