Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | — |
| 1 month | -0.009 | 0 | — |
| 3 months | -0.082 | 0 | — |
| 1 year | 0.088 | 0 | — |
| 3 years | 0.080 | 0 | — |
| 5 years | 0.119 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.214 | — |
| 2023 | 0.219 | — |
| 2022 | -0.221 | — |
| 2021 | 0.262 | — |
| 2020 | 0.149 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.050 | — | — | — |
| 2024 | 0.097 | 0.035 | 0.052 | 0.017 |
| 2023 | 0.064 | 0.078 | -0.041 | 0.108 |
| 2022 | -0.054 | -0.170 | -0.061 | 0.058 |
| 2021 | 0.056 | 0.080 | 0.001 | 0.105 |
| 2020 | -0.203 | 0.195 | 0.083 | 0.114 |
| 2019 | 0.007 | 0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.057 |
| 5 years | 0.106 |