Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 6 |
| 1 month | 0.006 | 0 | 26 |
| 3 months | 0.017 | 0 | 16 |
| 1 year | 0.056 | 0 | 7 |
| 3 years | 0.043 | 0 | 9 |
| 5 years | 0.014 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.057 | — |
| 2023 | 0.100 | — |
| 2022 | -0.138 | — |
| 2021 | 0.001 | — |
| 2020 | 0.039 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.020 | — | — |
| 2024 | 0.009 | 0.005 | 0.031 | 0.011 |
| 2023 | 0.020 | 0.010 | 0.006 | 0.061 |
| 2022 | -0.052 | -0.086 | -0.027 | 0.023 |
| 2021 | -0.003 | 0.006 | 0.002 | -0.005 |
| 2020 | -0.076 | 0.066 | 0.023 | 0.031 |
| 2019 | 0.005 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.043 |
| 5 years | 0.014 |