Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 94 |
| 1 month | -0.012 | 0 | 17 |
| 3 months | -0.064 | 0 | 93 |
| 1 year | 0.036 | 0 | 98 |
| 3 years | 0.042 | 0 | 85 |
| 5 years | 0.019 | 0 | 100 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.072 | — |
| 2022 | -0.172 | — |
| 2021 | 0.047 | — |
| 2020 | 0.056 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.075 | 0.018 | 0.038 | -0.011 |
| 2023 | 0.031 | 0.003 | -0.046 | 0.086 |
| 2022 | -0.110 | -0.106 | -0.008 | 0.050 |
| 2021 | 0.016 | 0.031 | -0.009 | 0.009 |
| 2020 | -0.071 | 0.071 | 0.018 | 0.042 |
| 2019 | 0.014 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.036 |
| 3 years | 0.042 |
| 5 years | 0.019 |