Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | 50 |
| 1 month | -0.005 | 0 | 47 |
| 3 months | -0.037 | 0 | 63 |
| 1 year | 0.044 | 0 | 44 |
| 3 years | 0.041 | 0 | 14 |
| 5 years | 0.058 | 0 | 18 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.091 | — |
| 2022 | -0.085 | — |
| 2021 | 0.096 | — |
| 2020 | 0.030 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.039 | 0.019 | 0.018 | 0.009 |
| 2023 | 0.026 | 0.008 | 0.002 | 0.053 |
| 2022 | -0.027 | -0.069 | -0.026 | 0.038 |
| 2021 | 0.016 | 0.043 | 0.009 | 0.026 |
| 2020 | -0.137 | 0.112 | 0.003 | 0.070 |
| 2019 | 0.040 | 0.025 | 0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.041 |
| 5 years | 0.058 |