Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.097 | 0 | 8 |
| 1 month | 0.007 | 0 | 35 |
| 3 months | 0.070 | 0 | 8 |
| 1 year | 0.049 | 0 | 31 |
| 3 years | 0.023 | 0 | 47 |
| 5 years | 0.053 | 0 | 39 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.077 | — |
| 2023 | 0.098 | — |
| 2022 | -0.068 | — |
| 2021 | 0.102 | — |
| 2020 | 0.068 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.090 | — | — | — |
| 2024 | -0.041 | -0.002 | -0.008 | -0.027 |
| 2023 | 0.002 | 0.014 | 0.037 | 0.041 |
| 2022 | -0.027 | -0.030 | -0.056 | 0.046 |
| 2021 | 0.101 | 0.016 | 0.020 | -0.034 |
| 2020 | -0.095 | 0.065 | 0.019 | 0.087 |
| 2019 | -0.042 | 0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.006 |
| 5 years | 0.042 |