Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 44 |
| 1 month | -0.023 | 0 | 68 |
| 3 months | -0.048 | 0 | 45 |
| 1 year | 0.098 | 0 | 46 |
| 3 years | 0.080 | 0 | 45 |
| 5 years | 0.070 | 0 | 71 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.163 | — |
| 2023 | 0.120 | — |
| 2022 | -0.112 | — |
| 2021 | 0.076 | — |
| 2020 | 0.093 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.062 | 0.014 | 0.052 | 0.027 |
| 2023 | 0.046 | 0.020 | -0.021 | 0.072 |
| 2022 | -0.056 | -0.097 | -0.010 | 0.051 |
| 2021 | 0.006 | 0.039 | 0.001 | 0.028 |
| 2020 | -0.103 | 0.109 | 0.037 | 0.059 |
| 2019 | 0.015 | 0.007 | 0.029 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.098 |
| 3 years | 0.080 |
| 5 years | 0.070 |