Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 50 |
| 1 month | -0.010 | 0 | 46 |
| 3 months | -0.014 | 0 | 52 |
| 1 year | 0.077 | 0 | 82 |
| 3 years | 0.042 | 0 | 72 |
| 5 years | 0.018 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.070 | — |
| 2023 | 0.074 | — |
| 2022 | -0.107 | — |
| 2021 | -0.003 | — |
| 2020 | 0.075 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.011 | 0.007 | 0.043 | 0.007 |
| 2023 | 0.031 | 0.002 | -0.027 | 0.068 |
| 2022 | -0.060 | -0.064 | -0.005 | 0.019 |
| 2021 | -0.026 | 0.019 | -0.005 | 0.010 |
| 2020 | -0.032 | 0.066 | 0.016 | 0.024 |
| 2019 | 0.018 | 0.006 | 0.003 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.042 |
| 5 years | 0.018 |