Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.114 | 0 | 38 |
| 1 month | 0.015 | 0 | 19 |
| 3 months | 0.072 | 0 | 60 |
| 1 year | 0.077 | 0 | 31 |
| 3 years | 0.062 | 0 | 30 |
| 5 years | 0.089 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.051 | — |
| 2023 | 0.061 | — |
| 2022 | -0.228 | — |
| 2021 | 0.249 | — |
| 2020 | 0.398 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | 0.074 | — | — |
| 2024 | 0.064 | 0.018 | 0.004 | -0.034 |
| 2023 | 0.029 | -0.001 | -0.049 | 0.085 |
| 2022 | -0.148 | -0.128 | -0.068 | 0.115 |
| 2021 | 0.052 | 0.057 | 0.065 | 0.055 |
| 2020 | -0.196 | 0.281 | 0.135 | 0.196 |
| 2019 | 0.048 | 0.002 | 0.152 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.048 |
| 5 years | 0.081 |