Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 16 |
| 1 month | -0.010 | 0 | 27 |
| 3 months | -0.067 | 0 | 48 |
| 1 year | 0.056 | 0 | 9 |
| 3 years | 0.066 | 0 | 9 |
| 5 years | 0.084 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.180 | — |
| 2023 | 0.120 | — |
| 2022 | -0.079 | — |
| 2021 | 0.136 | — |
| 2020 | -0.015 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.027 | — | — | — |
| 2024 | 0.107 | -0.004 | 0.036 | 0.033 |
| 2023 | 0.033 | 0.043 | 0.009 | 0.029 |
| 2022 | -0.011 | -0.086 | -0.018 | 0.037 |
| 2021 | 0.092 | 0.001 | 0.037 | 0.002 |
| 2020 | -0.196 | 0.118 | 0.002 | 0.094 |
| 2019 | 0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.059 |
| 5 years | 0.080 |