Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.055 | 0 | 34 |
| 1 month | -0.036 | 0 | 78 |
| 3 months | -0.001 | 0 | 43 |
| 1 year | -0.043 | 0 | 33 |
| 3 years | 0.025 | 0 | 17 |
| 5 years | 0.174 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.045 | — |
| 2023 | 0.052 | — |
| 2022 | 0.201 | — |
| 2021 | 0.273 | — |
| 2020 | 0.034 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.094 | — | — | — |
| 2024 | 0.034 | -0.011 | 0.046 | -0.107 |
| 2023 | 0.010 | -0.048 | 0.034 | 0.057 |
| 2022 | 0.223 | -0.157 | -0.029 | 0.200 |
| 2021 | 0.114 | 0.063 | 0.021 | 0.053 |
| 2020 | -0.345 | 0.261 | 0.030 | 0.215 |
| 2019 | -0.043 | 0.082 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.072 |
| 3 years | 0.014 |
| 5 years | 0.167 |