Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 67 |
| 1 month | 0.005 | 0 | 49 |
| 3 months | 0.023 | 0 | 48 |
| 1 year | 0.060 | 0 | 20 |
| 3 years | 0.111 | 0 | 6 |
| 5 years | 0.102 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.178 | — |
| 2022 | -0.164 | — |
| 2021 | 0.240 | — |
| 2020 | 0.058 | — |
| 2019 | 0.259 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.044 | 0.023 | — | — |
| 2024 | 0.075 | 0.037 | 0.028 | 0.054 |
| 2023 | 0.050 | 0.059 | -0.006 | 0.066 |
| 2022 | -0.046 | -0.111 | -0.004 | -0.010 |
| 2021 | 0.074 | 0.050 | 0.020 | 0.078 |
| 2020 | -0.158 | 0.118 | 0.036 | 0.086 |
| 2019 | 0.124 | 0.023 | 0.040 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.060 |
| 3 years | 0.111 |
| 5 years | 0.102 |