Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.119 | 0 | 77 |
| 1 month | 0.004 | 0 | 93 |
| 3 months | 0.038 | 0 | 95 |
| 1 year | 0.232 | 0 | 27 |
| 3 years | 0.069 | 0 | 54 |
| 5 years | 0.084 | 0 | 31 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.019 | — |
| 2022 | -0.081 | — |
| 2021 | 0.199 | — |
| 2020 | -0.015 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.079 | 0.038 | — | — |
| 2024 | 0.006 | 0.003 | 0.137 | -0.031 |
| 2023 | 0.007 | -0.006 | -0.081 | 0.108 |
| 2022 | 0.041 | -0.083 | -0.108 | 0.079 |
| 2021 | 0.044 | 0.078 | -0.002 | 0.066 |
| 2020 | -0.166 | 0.100 | 0.009 | 0.064 |
| 2019 | 0.032 | 0.037 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.232 |
| 3 years | 0.069 |
| 5 years | 0.084 |