Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 13 |
| 1 month | -0.005 | 0 | 4 |
| 3 months | -0.070 | 0 | 12 |
| 1 year | 0.086 | 0 | 7 |
| 3 years | 0.091 | 0 | 6 |
| 5 years | 0.124 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.201 | — |
| 2023 | 0.217 | — |
| 2022 | -0.190 | — |
| 2021 | 0.236 | — |
| 2020 | 0.136 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.100 | 0.029 | 0.041 | 0.019 |
| 2023 | 0.072 | 0.070 | -0.030 | 0.094 |
| 2022 | -0.055 | -0.154 | -0.049 | 0.064 |
| 2021 | 0.059 | 0.076 | 0.004 | 0.081 |
| 2020 | -0.199 | 0.190 | 0.066 | 0.117 |
| 2019 | 0.071 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.091 |
| 5 years | 0.124 |