Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 47 |
| 1 month | 0.012 | 0 | 57 |
| 3 months | 0.008 | 0 | 56 |
| 1 year | 0.012 | 0 | 49 |
| 3 years | 0.067 | 0 | 34 |
| 5 years | 0.054 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.140 | — |
| 2023 | 0.069 | — |
| 2022 | -0.094 | — |
| 2021 | 0.092 | — |
| 2020 | 0.128 | — |
| 2019 | 0.136 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.033 | 0.008 | — | — |
| 2024 | 0.086 | 0.011 | -0.018 | 0.058 |
| 2023 | 0.000 | 0.014 | 0.019 | 0.034 |
| 2022 | -0.056 | -0.059 | 0.026 | -0.005 |
| 2021 | 0.004 | 0.047 | 0.012 | 0.027 |
| 2020 | -0.116 | 0.154 | 0.041 | 0.063 |
| 2019 | 0.073 | 0.044 | 0.026 | -0.011 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.038 |
| 3 years | 0.049 |
| 5 years | 0.043 |