Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 25 |
| 1 month | -0.005 | 0 | 36 |
| 3 months | -0.059 | 0 | 33 |
| 1 year | 0.020 | 0 | 60 |
| 3 years | 0.107 | 0 | 76 |
| 5 years | 0.117 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.159 | — |
| 2023 | 0.166 | — |
| 2022 | 0.031 | — |
| 2021 | 0.122 | — |
| 2020 | 0.106 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.011 | — | — | — |
| 2024 | 0.112 | -0.004 | 0.067 | -0.019 |
| 2023 | 0.126 | 0.046 | -0.025 | 0.016 |
| 2022 | -0.008 | -0.022 | -0.045 | 0.112 |
| 2021 | 0.073 | 0.031 | -0.013 | 0.028 |
| 2020 | -0.059 | 0.042 | 0.038 | 0.086 |
| 2019 | 0.032 | 0.035 | 0.034 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.107 |
| 5 years | 0.117 |