Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.082 | 0 | 5 |
| 1 month | -0.064 | 0 | 43 |
| 3 months | 0.105 | 0 | 3 |
| 1 year | 0.120 | 0 | 24 |
| 3 years | 0.026 | 0 | 33 |
| 5 years | 0.060 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.050 | — |
| 2023 | 0.007 | — |
| 2022 | -0.069 | — |
| 2021 | 0.104 | — |
| 2020 | 0.379 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.156 | — | — | — |
| 2024 | -0.090 | -0.050 | 0.147 | -0.042 |
| 2023 | 0.052 | -0.006 | -0.052 | 0.016 |
| 2022 | -0.083 | 0.033 | -0.010 | -0.007 |
| 2021 | -0.064 | 0.120 | -0.023 | 0.079 |
| 2020 | -0.048 | 0.333 | 0.068 | 0.018 |
| 2019 | 0.178 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.019 |
| 5 years | 0.055 |