Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 61 |
| 1 month | 0.010 | 0 | 32 |
| 3 months | 0.027 | 0 | 45 |
| 1 year | 0.059 | 0 | 27 |
| 3 years | 0.141 | 0 | 12 |
| 5 years | 0.137 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.272 | — |
| 2023 | 0.207 | — |
| 2022 | -0.136 | — |
| 2021 | 0.319 | — |
| 2020 | 0.084 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.063 | 0.027 | — | — |
| 2024 | 0.115 | 0.036 | 0.021 | 0.079 |
| 2023 | 0.063 | 0.067 | -0.004 | 0.069 |
| 2022 | -0.037 | -0.109 | 0.002 | 0.004 |
| 2021 | 0.091 | 0.071 | 0.025 | 0.102 |
| 2020 | -0.185 | 0.175 | 0.038 | 0.090 |
| 2019 | 0.028 | 0.051 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.137 |
| 5 years | 0.135 |