Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.038 | -0.012 | 47 |
| 1 month | -0.002 | 0.007 | 46 |
| 3 months | 0.007 | 0.018 | 43 |
| 1 year | 0.034 | 0.008 | 51 |
| 3 years | 0.016 | 0.053 | 57 |
| 5 years | -0.011 | 0.030 | 62 |
| 10 years | 0 | 0.033 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.014 | — |
| 2023 | 0.055 | — |
| 2022 | -0.130 | — |
| 2021 | -0.018 | — |
| 2020 | 0.076 | 0.075 |
| 2019 | — | 0.081 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | 0.012 | — | — |
| 2024 | -0.007 | 0.001 | 0.052 | -0.031 |
| 2023 | 0.031 | -0.008 | -0.032 | 0.066 |
| 2022 | -0.058 | -0.046 | -0.047 | 0.017 |
| 2021 | -0.035 | 0.018 | 0.001 | -0.002 |
| 2020 | 0.035 | 0.028 | 0.005 | 0.006 |
| 2019 | 0.023 | 0.000 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.016 |
| 5 years | -0.011 |