Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | 0 | 8 |
| 1 month | -0.055 | 0 | 14 |
| 3 months | -0.007 | 0 | 5 |
| 1 year | -0.041 | 0 | 24 |
| 3 years | 0.039 | 0 | 30 |
| 5 years | 0.107 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.023 | — |
| 2023 | 0.080 | — |
| 2022 | 0.115 | — |
| 2021 | 0.077 | — |
| 2020 | -0.007 | — |
| 2019 | 0.185 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.099 | — | — | — |
| 2024 | 0.024 | 0.022 | -0.031 | -0.037 |
| 2023 | -0.019 | 0.000 | 0.083 | 0.016 |
| 2022 | 0.068 | -0.016 | -0.039 | 0.104 |
| 2021 | 0.015 | -0.003 | 0.047 | 0.016 |
| 2020 | -0.224 | 0.053 | -0.023 | 0.242 |
| 2019 | 0.140 | -0.012 | 0.018 | 0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | 0.032 |
| 5 years | 0.102 |