Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 96 |
| 1 month | -0.019 | 0 | 98 |
| 3 months | -0.024 | 0 | 99 |
| 1 year | 0.071 | 0 | 67 |
| 3 years | 0.080 | 0 | 7 |
| 5 years | 0.075 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.181 | — |
| 2022 | -0.166 | — |
| 2021 | 0.018 | — |
| 2020 | 0.036 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | 0.070 | -0.002 | 0.043 | 0.021 |
| 2023 | -0.005 | 0.075 | 0.008 | 0.095 |
| 2022 | -0.088 | -0.128 | -0.054 | 0.109 |
| 2021 | -0.018 | 0.047 | 0.008 | -0.019 |
| 2020 | -0.162 | 0.119 | 0.018 | 0.084 |
| 2019 | 0.027 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.018 |
| 3 years | 0.061 |
| 5 years | 0.064 |