Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 28 |
| 1 month | -0.011 | 0 | 37 |
| 3 months | 0.015 | 0 | 28 |
| 1 year | 0.059 | 0 | 90 |
| 3 years | 0.029 | 0 | 78 |
| 5 years | 0.043 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.054 | — |
| 2023 | 0.087 | — |
| 2022 | -0.109 | — |
| 2021 | 0.035 | — |
| 2020 | 0.082 | — |
| 2019 | 0.094 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.010 | 0.005 | 0.049 | -0.009 |
| 2023 | 0.043 | -0.001 | -0.031 | 0.076 |
| 2022 | -0.049 | -0.083 | -0.011 | 0.034 |
| 2021 | -0.007 | 0.022 | -0.005 | 0.024 |
| 2020 | -0.059 | 0.072 | 0.029 | 0.041 |
| 2019 | 0.051 | 0.023 | 0.005 | 0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.059 |
| 3 years | 0.029 |
| 5 years | 0.043 |