Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | 31 |
| 1 month | 0.004 | 0 | 79 |
| 3 months | -0.017 | 0 | 29 |
| 1 year | 0.050 | 0 | 83 |
| 3 years | 0.029 | 0 | 97 |
| 5 years | 0.089 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.017 | — |
| 2023 | 0.123 | — |
| 2022 | -0.137 | — |
| 2021 | 0.191 | — |
| 2020 | 0.136 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | — | — | — |
| 2024 | 0.009 | -0.001 | 0.059 | -0.048 |
| 2023 | 0.035 | 0.027 | -0.043 | 0.104 |
| 2022 | -0.024 | -0.144 | -0.082 | 0.126 |
| 2021 | 0.078 | 0.057 | -0.008 | 0.054 |
| 2020 | -0.220 | 0.187 | 0.050 | 0.168 |
| 2019 | 0.017 | 0.077 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | 0.012 |
| 5 years | 0.078 |