Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.119 | 0 | 26 |
| 1 month | 0.047 | 0 | 44 |
| 3 months | 0.107 | 0 | 31 |
| 1 year | 0.218 | 0 | 20 |
| 3 years | 0.062 | 0 | 21 |
| 5 years | 0.104 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.043 | — |
| 2023 | 0.065 | — |
| 2022 | -0.043 | — |
| 2021 | 0.113 | — |
| 2020 | 0.050 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.068 | — | — | — |
| 2024 | -0.008 | -0.015 | 0.139 | -0.062 |
| 2023 | 0.019 | 0.015 | -0.085 | 0.126 |
| 2022 | 0.029 | -0.079 | -0.082 | 0.101 |
| 2021 | -0.009 | 0.040 | -0.002 | 0.082 |
| 2020 | -0.205 | 0.116 | 0.033 | 0.145 |
| 2019 | 0.032 | 0.006 | 0.071 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.218 |
| 3 years | 0.062 |
| 5 years | 0.104 |