Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.048 | 0 | 39 |
| 1 month | 0.016 | 0 | 4 |
| 3 months | -0.009 | 0 | 25 |
| 1 year | 0.064 | 0 | 35 |
| 3 years | 0.076 | 0 | 37 |
| 5 years | 0.099 | 0 | 61 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.184 | — |
| 2022 | -0.108 | — |
| 2021 | 0.248 | — |
| 2020 | -0.013 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.032 | — | — | — |
| 2024 | 0.074 | 0.004 | 0.015 | -0.034 |
| 2023 | 0.118 | 0.039 | -0.036 | 0.057 |
| 2022 | -0.058 | -0.096 | -0.040 | 0.093 |
| 2021 | 0.050 | 0.062 | 0.019 | 0.099 |
| 2020 | -0.159 | 0.118 | 0.008 | 0.041 |
| 2019 | 0.041 | 0.043 | 0.017 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.069 |
| 5 years | 0.094 |