Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.026 | 0 | 85 |
| 1 month | -0.003 | 0 | 52 |
| 3 months | -0.036 | 0 | 84 |
| 1 year | 0.045 | 0 | 31 |
| 3 years | 0.019 | 0 | 42 |
| 5 years | 0.024 | 0 | 34 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.094 | — |
| 2022 | -0.144 | — |
| 2021 | 0.064 | — |
| 2020 | 0.031 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.026 | 0.006 | 0.034 | 0.015 |
| 2023 | 0.022 | 0.017 | -0.015 | 0.069 |
| 2022 | -0.046 | -0.078 | -0.024 | -0.003 |
| 2021 | 0.015 | 0.019 | 0.003 | 0.026 |
| 2020 | -0.078 | 0.060 | 0.018 | 0.036 |
| 2019 | 0.035 | 0.007 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.019 |
| 5 years | 0.024 |