Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 10 |
| 1 month | 0.012 | 0 | 21 |
| 3 months | 0.041 | 0 | 10 |
| 1 year | 0.141 | 0 | 29 |
| 3 years | 0.024 | 0 | 85 |
| 5 years | 0.047 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.112 | — |
| 2023 | 0.042 | — |
| 2022 | -0.136 | — |
| 2021 | 0.074 | — |
| 2020 | 0.048 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.041 | — | — | — |
| 2024 | 0.014 | -0.013 | 0.049 | 0.059 |
| 2023 | -0.019 | -0.007 | 0.021 | 0.047 |
| 2022 | -0.028 | -0.098 | -0.042 | 0.030 |
| 2021 | 0.019 | 0.049 | -0.009 | 0.013 |
| 2020 | -0.066 | 0.007 | 0.036 | 0.076 |
| 2019 | 0.066 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.107 |
| 3 years | 0.013 |
| 5 years | 0.040 |