Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.006 | 0 | 25 |
| 1 month | -0.034 | 0 | 76 |
| 3 months | -0.050 | 0 | 37 |
| 1 year | 0.038 | 0 | 25 |
| 3 years | 0.015 | 0 | 55 |
| 5 years | 0.046 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.048 | — |
| 2022 | -0.152 | — |
| 2021 | 0.152 | — |
| 2020 | 0.033 | — |
| 2019 | 0.204 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.029 | — | — | — |
| 2024 | 0.075 | 0.026 | 0.006 | 0.002 |
| 2023 | 0.037 | 0.013 | -0.020 | 0.018 |
| 2022 | -0.046 | -0.104 | -0.043 | 0.036 |
| 2021 | 0.058 | 0.060 | -0.015 | 0.043 |
| 2020 | -0.123 | 0.095 | 0.025 | 0.049 |
| 2019 | 0.111 | 0.031 | 0.015 | 0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.001 |
| 5 years | 0.038 |