Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 90 |
| 1 month | -0.035 | 0 | 78 |
| 3 months | -0.114 | 0 | 87 |
| 1 year | 0.032 | 0 | 32 |
| 3 years | 0.042 | 0 | 29 |
| 5 years | 0.087 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.205 | — |
| 2023 | 0.153 | — |
| 2022 | -0.154 | — |
| 2021 | 0.252 | — |
| 2020 | 0.035 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.060 | — | — | — |
| 2024 | 0.084 | 0.031 | 0.026 | 0.050 |
| 2023 | 0.038 | 0.046 | -0.007 | 0.070 |
| 2022 | -0.043 | -0.106 | -0.012 | 0 |
| 2021 | 0.079 | 0.056 | 0.012 | 0.086 |
| 2020 | -0.166 | 0.114 | 0.034 | 0.078 |
| 2019 | 0.050 | 0.050 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.042 |
| 5 years | 0.087 |