Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | 30 |
| 1 month | 0.008 | 0 | 15 |
| 3 months | -0.043 | 0 | 12 |
| 1 year | 0.043 | 0 | 12 |
| 3 years | 0.114 | 0 | 8 |
| 5 years | 0.094 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.229 | — |
| 2023 | 0.210 | — |
| 2022 | -0.052 | — |
| 2021 | 0.095 | — |
| 2020 | 0.026 | — |
| 2019 | 0.129 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.087 | 0.023 | 0.093 | 0.011 |
| 2023 | 0.122 | 0.050 | -0.004 | 0.032 |
| 2022 | -0.037 | 0.006 | -0.019 | -0.001 |
| 2021 | 0.054 | 0.037 | -0.017 | 0.021 |
| 2020 | -0.086 | 0.032 | 0.024 | 0.063 |
| 2019 | 0.088 | -0.018 | 0.015 | 0.042 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.114 |
| 5 years | 0.094 |