Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 69 |
| 1 month | -0.001 | 0 | 18 |
| 3 months | -0.062 | 0 | 67 |
| 1 year | 0.036 | 0 | 36 |
| 3 years | 0.014 | 0 | 72 |
| 5 years | 0.041 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.084 | — |
| 2022 | -0.154 | — |
| 2021 | 0.121 | — |
| 2020 | 0.003 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.027 | -0.011 | 0.041 | 0.039 |
| 2023 | -0.001 | 0.027 | -0.002 | 0.059 |
| 2022 | -0.050 | -0.090 | -0.016 | -0.005 |
| 2021 | 0.017 | 0.040 | 0.011 | 0.048 |
| 2020 | -0.153 | 0.087 | 0.023 | 0.065 |
| 2019 | 0.031 | 0.036 | 0.028 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.001 |
| 5 years | 0.033 |