Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.089 | 0 | 14 |
| 1 month | 0.057 | 0 | 6 |
| 3 months | 0.084 | 0 | 10 |
| 1 year | 0.107 | 0 | 10 |
| 3 years | 0.021 | 0 | 26 |
| 5 years | -0.011 | 0 | 43 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.029 | — |
| 2023 | 0.105 | — |
| 2022 | -0.228 | — |
| 2021 | -0.080 | — |
| 2020 | 0.127 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | -0.022 | -0.013 | 0.074 | -0.064 |
| 2023 | 0.037 | 0.003 | -0.040 | 0.107 |
| 2022 | -0.082 | -0.123 | -0.098 | 0.062 |
| 2021 | -0.054 | 0.010 | -0.019 | -0.018 |
| 2020 | -0.036 | 0.061 | 0.049 | 0.051 |
| 2019 | -0.008 | 0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.021 |
| 5 years | -0.011 |