Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | 12 |
| 1 month | 0.028 | 0 | 3 |
| 3 months | 0.026 | 0 | 20 |
| 1 year | 0.103 | 0 | 53 |
| 3 years | 0.021 | 0 | 69 |
| 5 years | 0.115 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.020 | — |
| 2023 | 0.027 | — |
| 2022 | -0.051 | — |
| 2021 | 0.121 | — |
| 2020 | 0.481 | — |
| 2019 | 0.307 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.042 | — | — | — |
| 2024 | -0.001 | -0.025 | 0.092 | -0.041 |
| 2023 | 0.094 | -0.026 | -0.087 | 0.056 |
| 2022 | -0.040 | -0.100 | -0.016 | 0.118 |
| 2021 | 0.085 | 0.019 | -0.012 | 0.027 |
| 2020 | -0.149 | 0.178 | 0.208 | 0.223 |
| 2019 | 0.107 | 0.047 | -0.017 | 0.147 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.103 |
| 3 years | 0.021 |
| 5 years | 0.115 |