Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.084 | 0 | 2 |
1 month | 0.028 | 0 | 2 |
3 months | 0.068 | 0 | 1 |
1 year | 0.215 | 0 | 5 |
3 years | 0.094 | 0 | 8 |
5 years | 0.128 | 0 | 17 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2025 | — | — |
2024 | 0.141 | — |
2023 | 0.082 | — |
2022 | -0.015 | — |
2021 | 0.216 | — |
2020 | 0.005 | — |
2019 | 0.204 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.054 | — | — | — |
2024 | 0.037 | 0.006 | 0.117 | -0.020 |
2023 | 0.066 | -0.002 | -0.060 | 0.082 |
2022 | 0.029 | -0.073 | -0.022 | 0.056 |
2021 | 0.071 | 0.069 | 0.006 | 0.056 |
2020 | -0.164 | 0.069 | 0.066 | 0.055 |
2019 | 0.115 | 0.041 | 0.037 | 0.000 |
2018 | -0.024 | -0.024 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.215 |
3 years | 0.094 |
5 years | 0.128 |