Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.032 | 0 | 69 |
| 1 month | -0.055 | 0 | 85 |
| 3 months | 0.003 | 0 | 56 |
| 1 year | 0.032 | 0 | 50 |
| 3 years | -0.063 | 0 | 92 |
| 5 years | 0.124 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | -0.073 | — |
| 2022 | 0.094 | — |
| 2021 | 0.320 | — |
| 2020 | 0.007 | — |
| 2019 | 0.015 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.093 | — | — | — |
| 2024 | 0.001 | 0.033 | 0.011 | -0.008 |
| 2023 | -0.035 | -0.035 | 0.037 | -0.041 |
| 2022 | 0.290 | -0.076 | -0.082 | -0.001 |
| 2021 | 0.071 | 0.127 | 0.081 | 0.012 |
| 2020 | -0.175 | 0.044 | 0.065 | 0.099 |
| 2019 | 0.034 | -0.010 | -0.060 | 0.054 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | -0.063 |
| 5 years | 0.124 |