Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 15 |
| 1 month | 0.013 | 0 | 29 |
| 3 months | 0.016 | 0 | 9 |
| 1 year | 0.061 | 0 | 30 |
| 3 years | 0.005 | 0 | 63 |
| 5 years | -0.003 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.026 | — |
| 2023 | 0.093 | — |
| 2022 | -0.191 | — |
| 2021 | -0.012 | — |
| 2020 | 0.080 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.012 | — | — | — |
| 2024 | 0.008 | 0.001 | 0.021 | -0.004 |
| 2023 | 0.028 | -0.031 | 0.022 | 0.074 |
| 2022 | -0.061 | -0.079 | -0.104 | 0.044 |
| 2021 | -0.033 | 0.021 | -0.004 | 0.004 |
| 2020 | -0.038 | 0.062 | 0.018 | 0.038 |
| 2019 | 0.033 | -0.003 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.005 |
| 5 years | -0.003 |