Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | — |
| 1 month | 0.007 | 0 | — |
| 3 months | -0.061 | 0 | — |
| 1 year | 0.072 | 0 | — |
| 3 years | 0.067 | 0 | — |
| 5 years | 0.066 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.166 | — |
| 2023 | 0.225 | — |
| 2022 | -0.289 | — |
| 2021 | 0.074 | — |
| 2020 | 0.205 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.035 | — | — | — |
| 2024 | 0.084 | 0.058 | 0.039 | -0.023 |
| 2023 | 0.070 | 0.062 | -0.035 | 0.118 |
| 2022 | -0.093 | -0.203 | -0.054 | 0.040 |
| 2021 | 0.007 | 0.090 | -0.060 | 0.040 |
| 2020 | -0.156 | 0.161 | 0.100 | 0.117 |
| 2019 | 0.054 | -0.016 | 0.109 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.064 |
| 5 years | 0.064 |