Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 64 |
| 1 month | 0.026 | 0 | 68 |
| 3 months | 0.084 | 0 | 69 |
| 1 year | 0.024 | 0 | 70 |
| 3 years | 0.032 | 0 | 91 |
| 5 years | 0.054 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.135 | — |
| 2023 | 0.117 | — |
| 2022 | -0.219 | — |
| 2021 | 0.172 | — |
| 2020 | 0.168 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.069 | 0.020 | — | — |
| 2024 | 0.073 | 0.002 | 0.020 | 0.035 |
| 2023 | 0.045 | 0.047 | -0.049 | 0.074 |
| 2022 | -0.088 | -0.125 | -0.022 | 0.001 |
| 2021 | 0.063 | 0.057 | 0.003 | 0.040 |
| 2020 | -0.163 | 0.206 | 0.052 | 0.101 |
| 2019 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.032 |
| 5 years | 0.054 |