Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.020 | 0 | 31 |
1 month | -0.044 | 0 | 84 |
3 months | -0.073 | 0 | 49 |
1 year | 0.067 | 0 | 32 |
3 years | 0.037 | 0 | 74 |
5 years | 0.111 | 0 | 61 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.112 | — |
2023 | 0.074 | — |
2022 | -0.101 | — |
2021 | 0.270 | — |
2020 | 0.048 | — |
2019 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.025 | — | — | — |
2024 | 0.067 | -0.034 | 0.093 | -0.013 |
2023 | 0.018 | 0.011 | -0.025 | 0.070 |
2022 | 0.001 | -0.125 | -0.107 | 0.151 |
2021 | 0.103 | 0.053 | 0.005 | 0.089 |
2020 | -0.250 | 0.134 | 0.059 | 0.164 |
2019 | 0.016 | 0.084 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.067 |
3 years | 0.037 |
5 years | 0.111 |