Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 32 |
| 1 month | 0.012 | 0 | 53 |
| 3 months | 0.010 | 0 | 28 |
| 1 year | 0.092 | 0 | 12 |
| 3 years | -0.054 | 0 | 86 |
| 5 years | 0.060 | 0 | 59 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.065 | — |
| 2023 | 0.005 | — |
| 2022 | -0.385 | — |
| 2021 | 0.348 | — |
| 2020 | 0.213 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.022 | — | — | — |
| 2024 | -0.015 | 0.061 | 0.012 | 0.007 |
| 2023 | 0.060 | -0.006 | -0.027 | -0.020 |
| 2022 | -0.157 | -0.181 | -0.186 | 0.096 |
| 2021 | 0.195 | 0.101 | -0.003 | 0.028 |
| 2020 | -0.272 | 0.240 | 0.112 | 0.209 |
| 2019 | 0.034 | -0.024 | 0.075 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | -0.054 |
| 5 years | 0.060 |