Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.081 | 0 | 4 |
| 1 month | 0.049 | 0 | 44 |
| 3 months | 0.134 | 0 | 9 |
| 1 year | 0.058 | 0 | 10 |
| 3 years | 0.137 | 0 | 14 |
| 5 years | 0.119 | 0 | 50 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.189 | — |
| 2022 | -0.041 | — |
| 2021 | 0.275 | — |
| 2020 | 0.044 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | 0.134 | — | — |
| 2024 | 0.109 | -0.026 | -0.020 | 0.000 |
| 2023 | 0.095 | 0.106 | 0.014 | -0.031 |
| 2022 | -0.035 | -0.081 | -0.009 | 0.091 |
| 2021 | 0.117 | 0.043 | 0.022 | 0.071 |
| 2020 | -0.145 | 0.155 | 0.007 | 0.050 |
| 2019 | 0.019 | -0.007 | 0.022 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.137 |
| 5 years | 0.119 |