Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 8 |
| 1 month | 0.007 | 0 | 10 |
| 3 months | 0.006 | 0 | 6 |
| 1 year | 0.063 | 0 | 15 |
| 3 years | 0.017 | 0 | 78 |
| 5 years | 0.031 | 0 | 81 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.035 | — |
| 2022 | -0.111 | — |
| 2021 | 0.061 | — |
| 2020 | -0.049 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.017 | — | — | — |
| 2024 | 0.014 | 0.002 | 0.048 | -0.020 |
| 2023 | 0.013 | -0.018 | -0.010 | 0.051 |
| 2022 | -0.052 | -0.071 | -0.037 | 0.048 |
| 2021 | 0.027 | 0.023 | -0.021 | 0.031 |
| 2020 | -0.201 | 0.101 | 0.017 | 0.063 |
| 2019 | 0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.017 |
| 5 years | 0.031 |