Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.052 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.082 | 0 | — |
| 1 year | 0.062 | 0 | — |
| 3 years | 0.055 | 0 | — |
| 5 years | 0.091 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.049 | — |
| 2022 | -0.129 | — |
| 2021 | 0.255 | — |
| 2020 | 0.025 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.020 | 0.028 | — | — |
| 2024 | 0.064 | -0.038 | 0.089 | -0.017 |
| 2023 | 0.011 | 0.005 | -0.030 | 0.065 |
| 2022 | -0.003 | -0.131 | -0.116 | 0.138 |
| 2021 | 0.098 | 0.050 | 0.003 | 0.086 |
| 2020 | -0.257 | 0.128 | 0.054 | 0.161 |
| 2019 | 0.009 | 0.080 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.055 |
| 5 years | 0.091 |