Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 93 |
| 1 month | -0.009 | 0 | 95 |
| 3 months | -0.069 | 0 | 90 |
| 1 year | 0.048 | 0 | 84 |
| 3 years | 0.060 | 0 | 79 |
| 5 years | 0.088 | 0 | 78 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.132 | — |
| 2023 | 0.178 | — |
| 2022 | -0.188 | — |
| 2021 | 0.180 | — |
| 2020 | 0.151 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.070 | 0.011 | 0.046 | 0.001 |
| 2023 | 0.039 | 0.051 | -0.018 | 0.098 |
| 2022 | -0.055 | -0.175 | -0.065 | 0.114 |
| 2021 | 0.017 | 0.081 | 0.011 | 0.061 |
| 2020 | -0.154 | 0.154 | 0.090 | 0.081 |
| 2019 | 0.064 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.039 |
| 5 years | 0.075 |