Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 32 |
| 1 month | -0.044 | 0 | 84 |
| 3 months | -0.073 | 0 | 49 |
| 1 year | 0.065 | 0 | 32 |
| 3 years | 0.036 | 0 | 78 |
| 5 years | 0.109 | 0 | 67 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.110 | — |
| 2023 | 0.073 | — |
| 2022 | -0.103 | — |
| 2021 | 0.268 | — |
| 2020 | 0.048 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.067 | -0.035 | 0.093 | -0.014 |
| 2023 | 0.018 | 0.010 | -0.025 | 0.070 |
| 2022 | -0.001 | -0.126 | -0.108 | 0.150 |
| 2021 | 0.103 | 0.052 | 0.004 | 0.089 |
| 2020 | -0.250 | 0.135 | 0.058 | 0.163 |
| 2019 | 0.016 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.065 |
| 3 years | 0.036 |
| 5 years | 0.109 |