Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 20 |
| 1 month | -0.011 | 0 | 27 |
| 3 months | -0.064 | 0 | 26 |
| 1 year | 0.042 | 0 | 12 |
| 3 years | 0.063 | 0 | 8 |
| 5 years | 0.093 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.108 | — |
| 2022 | -0.060 | — |
| 2021 | 0.154 | — |
| 2020 | 0.037 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.063 | 0.035 | 0.009 | 0.023 |
| 2023 | 0.031 | 0.016 | 0.009 | 0.049 |
| 2022 | -0.018 | -0.071 | -0.009 | 0.040 |
| 2021 | 0.037 | 0.053 | 0.019 | 0.038 |
| 2020 | -0.180 | 0.147 | 0.005 | 0.097 |
| 2019 | 0.055 | 0.023 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.042 |
| 3 years | 0.063 |
| 5 years | 0.093 |