Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.062 | 0 | 49 |
| 1 month | 0.016 | 0 | 8 |
| 3 months | 0.002 | 0 | 33 |
| 1 year | 0.066 | 0 | 49 |
| 3 years | 0.088 | 0 | 54 |
| 5 years | 0.118 | 0 | 50 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.077 | — |
| 2023 | 0.165 | — |
| 2022 | -0.140 | — |
| 2021 | 0.217 | — |
| 2020 | 0.036 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.045 | — | — | — |
| 2024 | 0.090 | -0.014 | 0.026 | -0.024 |
| 2023 | 0.100 | 0.022 | -0.033 | 0.072 |
| 2022 | -0.086 | -0.107 | -0.052 | 0.111 |
| 2021 | 0.077 | 0.056 | 0.015 | 0.055 |
| 2020 | -0.221 | 0.160 | 0.005 | 0.141 |
| 2019 | 0.044 | 0.017 | 0.051 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.035 |
| 3 years | 0.055 |
| 5 years | 0.100 |