Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 14 |
| 1 month | 0.025 | 0 | 46 |
| 3 months | 0.006 | 0 | 11 |
| 1 year | 0.081 | 0 | 50 |
| 3 years | -0.024 | 0 | 95 |
| 5 years | 0.006 | 0 | 98 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.002 | — |
| 2023 | 0.005 | — |
| 2022 | -0.293 | — |
| 2021 | -0.131 | — |
| 2020 | 0.481 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.009 | — | — | — |
| 2024 | -0.010 | 0.008 | 0.077 | -0.071 |
| 2023 | -0.001 | -0.005 | -0.038 | 0.051 |
| 2022 | -0.126 | -0.188 | -0.099 | 0.105 |
| 2021 | -0.044 | 0.015 | -0.043 | -0.064 |
| 2020 | -0.255 | 0.528 | 0.120 | 0.163 |
| 2019 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | -0.029 |
| 5 years | 0.003 |