Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 11 |
| 1 month | -0.005 | 0 | 38 |
| 3 months | -0.053 | 0 | 11 |
| 1 year | 0.033 | 0 | 34 |
| 3 years | 0.060 | 0 | 42 |
| 5 years | 0.106 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.145 | — |
| 2023 | 0.214 | — |
| 2022 | -0.253 | — |
| 2021 | 0.195 | — |
| 2020 | 0.356 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.113 | 0.052 | -0.028 | 0.006 |
| 2023 | 0.091 | 0.082 | -0.057 | 0.090 |
| 2022 | -0.087 | -0.176 | -0.014 | 0.007 |
| 2021 | 0.027 | 0.088 | 0.020 | 0.049 |
| 2020 | -0.094 | 0.209 | 0.103 | 0.122 |
| 2019 | 0.025 | 0.074 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.042 |
| 5 years | 0.095 |