Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 8 |
| 1 month | 0.003 | 0 | 27 |
| 3 months | -0.003 | 0 | 18 |
| 1 year | 0.058 | 0 | 20 |
| 3 years | 0.015 | 0 | 67 |
| 5 years | 0.022 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.033 | — |
| 2023 | 0.039 | — |
| 2022 | -0.084 | — |
| 2021 | 0.026 | — |
| 2020 | 0.028 | — |
| 2019 | 0.082 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.009 | 0.002 | 0.030 | -0.008 |
| 2023 | 0.014 | -0.019 | -0.015 | 0.061 |
| 2022 | -0.029 | -0.047 | -0.035 | 0.026 |
| 2021 | -0.003 | 0.022 | 0.009 | -0.002 |
| 2020 | -0.084 | 0.078 | 0.009 | 0.031 |
| 2019 | 0.031 | 0.028 | 0.015 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.015 |
| 5 years | 0.022 |