Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.035 | 0 | 49 |
| 1 month | 0.002 | 0 | 69 |
| 3 months | -0.080 | 0 | 55 |
| 1 year | -0.062 | 0 | 72 |
| 3 years | 0.058 | 0 | 67 |
| 5 years | 0.112 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.063 | — |
| 2023 | 0.190 | — |
| 2022 | -0.017 | — |
| 2021 | 0.185 | — |
| 2020 | 0.156 | — |
| 2019 | 0.245 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.095 | -0.047 | 0.097 | -0.072 |
| 2023 | 0.131 | 0.023 | -0.047 | 0.078 |
| 2022 | 0.004 | -0.084 | 0.014 | 0.054 |
| 2021 | 0.047 | 0.060 | -0.038 | 0.110 |
| 2020 | -0.122 | 0.150 | 0.086 | 0.055 |
| 2019 | 0.104 | 0.037 | 0.036 | 0.050 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.062 |
| 3 years | 0.058 |
| 5 years | 0.112 |