Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.007 | 0 | 35 |
1 month | 0.003 | 0 | 53 |
3 months | 0.035 | 0 | 39 |
1 year | -0.013 | 0 | 76 |
3 years | 0.070 | 0 | 63 |
5 years | 0.077 | 0 | 63 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.120 | — |
2023 | 0.075 | — |
2022 | -0.135 | — |
2021 | 0.167 | — |
2020 | 0.166 | — |
2019 | 0.306 | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | -0.040 | 0.035 | — | — |
2024 | 0.087 | 0.037 | 0.005 | -0.012 |
2023 | 0.036 | 0.025 | -0.019 | 0.032 |
2022 | -0.057 | -0.104 | 0.009 | 0.015 |
2021 | 0.075 | 0.020 | 0.004 | 0.059 |
2020 | -0.150 | 0.145 | 0.075 | 0.114 |
2019 | 0.157 | 0.038 | 0.040 | 0.046 |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.063 |
3 years | 0.052 |
5 years | 0.066 |