Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | — |
| 1 month | -0.011 | 0 | — |
| 3 months | -0.119 | 0 | — |
| 1 year | 0.040 | 0 | — |
| 3 years | 0.078 | 0 | — |
| 5 years | 0.122 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.207 | — |
| 2023 | 0.166 | — |
| 2022 | -0.087 | — |
| 2021 | 0.240 | — |
| 2020 | 0.142 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.065 | — | — | — |
| 2024 | 0.093 | 0.030 | 0.002 | 0.070 |
| 2023 | 0.032 | 0.047 | 0.007 | 0.071 |
| 2022 | -0.018 | -0.104 | 0.035 | 0.004 |
| 2021 | 0.042 | 0.072 | 0.039 | 0.068 |
| 2020 | -0.139 | 0.184 | 0.039 | 0.077 |
| 2019 | 0.019 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.078 |
| 5 years | 0.122 |