Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 55 |
| 1 month | -0.017 | 0 | 54 |
| 3 months | -0.040 | 0 | 65 |
| 1 year | 0.086 | 0 | 62 |
| 3 years | 0.067 | 0 | 43 |
| 5 years | 0.063 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.138 | — |
| 2023 | 0.095 | — |
| 2022 | -0.101 | — |
| 2021 | 0.108 | — |
| 2020 | 0.055 | — |
| 2019 | 0.147 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.064 | 0.008 | 0.043 | 0.017 |
| 2023 | 0.042 | 0.009 | -0.031 | 0.074 |
| 2022 | -0.052 | -0.093 | -0.010 | 0.056 |
| 2021 | 0.006 | 0.030 | 0.009 | 0.059 |
| 2020 | -0.092 | 0.076 | 0.037 | 0.041 |
| 2019 | 0.083 | 0.028 | 0.010 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | 0.067 |
| 5 years | 0.063 |