Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.042 | 0 | 1 |
| 1 month | -0.007 | 0 | 18 |
| 3 months | 0.000 | 0 | 2 |
| 1 year | 0.080 | 0 | 3 |
| 3 years | 0.021 | 0 | 17 |
| 5 years | 0.041 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.060 | — |
| 2023 | 0.048 | — |
| 2022 | -0.134 | — |
| 2021 | 0.119 | — |
| 2020 | 0.016 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.049 | — | — | — |
| 2024 | 0.041 | 0.007 | 0.034 | -0.022 |
| 2023 | 0.043 | 0.010 | -0.026 | 0.022 |
| 2022 | -0.052 | -0.080 | -0.035 | 0.030 |
| 2021 | 0.026 | 0.056 | -0.015 | 0.049 |
| 2020 | -0.091 | 0.057 | 0.026 | 0.030 |
| 2019 | 0.008 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | -0.006 |
| 5 years | 0.025 |