Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 98 |
| 1 month | 0.003 | 0 | 44 |
| 3 months | -0.003 | 0 | 93 |
| 1 year | 0.003 | 0 | 97 |
| 3 years | 0.033 | 0 | 63 |
| 5 years | 0.018 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.088 | — |
| 2023 | 0.074 | — |
| 2022 | -0.148 | — |
| 2021 | 0.084 | — |
| 2020 | -0.008 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | -0.003 | — | — |
| 2024 | 0.043 | 0.008 | 0.013 | 0.021 |
| 2023 | 0.016 | 0.015 | -0.009 | 0.052 |
| 2022 | -0.057 | -0.072 | -0.025 | -0.002 |
| 2021 | 0.024 | 0.022 | 0.004 | 0.032 |
| 2020 | -0.097 | 0.051 | 0.010 | 0.035 |
| 2019 | 0.007 | 0.013 | 0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.024 |
| 5 years | 0.013 |