Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 7 |
| 1 month | 0.030 | 0 | 2 |
| 3 months | -0.002 | 0 | 6 |
| 1 year | 0.048 | 0 | 8 |
| 3 years | -0.035 | 0 | 81 |
| 5 years | 0.036 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.032 | — |
| 2023 | 0.084 | — |
| 2022 | -0.233 | — |
| 2021 | 0.152 | — |
| 2020 | 0.033 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.004 | — | — | — |
| 2024 | -0.030 | -0.017 | 0.080 | -0.060 |
| 2023 | 0.043 | -0.014 | -0.060 | 0.121 |
| 2022 | -0.078 | -0.133 | -0.093 | 0.058 |
| 2021 | 0.041 | 0.046 | -0.011 | 0.069 |
| 2020 | -0.212 | 0.118 | 0.061 | 0.104 |
| 2019 | 0.079 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | -0.035 |
| 5 years | 0.036 |