Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 12 |
| 1 month | 0.019 | 0 | 12 |
| 3 months | 0.017 | 0 | 25 |
| 1 year | 0.073 | 0 | 14 |
| 3 years | 0.029 | 0 | 54 |
| 5 years | 0.006 | 0 | 36 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.059 | — |
| 2022 | -0.137 | — |
| 2021 | 0.001 | — |
| 2020 | 0.084 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | 0.017 | — | — |
| 2024 | -0.006 | 0.004 | 0.057 | -0.032 |
| 2023 | 0.034 | -0.011 | -0.031 | 0.069 |
| 2022 | -0.059 | -0.046 | -0.050 | 0.012 |
| 2021 | -0.024 | 0.025 | 0.002 | 0.000 |
| 2020 | -0.045 | 0.077 | 0.024 | 0.028 |
| 2019 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.073 |
| 3 years | 0.029 |
| 5 years | 0.006 |