Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 21 |
| 1 month | -0.021 | 0 | 39 |
| 3 months | -0.034 | 0 | 23 |
| 1 year | 0.080 | 0 | 15 |
| 3 years | 0.069 | 0 | 24 |
| 5 years | 0.107 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.096 | — |
| 2023 | 0.055 | — |
| 2022 | 0.059 | — |
| 2021 | 0.164 | — |
| 2020 | 0.037 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.040 | — | — | — |
| 2024 | 0.048 | -0.015 | 0.055 | 0.006 |
| 2023 | 0.011 | 0.014 | -0.005 | 0.034 |
| 2022 | 0.012 | -0.034 | 0.009 | 0.075 |
| 2021 | 0.032 | 0.035 | 0.025 | 0.063 |
| 2020 | -0.154 | 0.109 | 0.016 | 0.088 |
| 2019 | -0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.069 |
| 5 years | 0.107 |