Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 55 |
| 1 month | -0.007 | 0 | 31 |
| 3 months | -0.041 | 0 | 40 |
| 1 year | 0.054 | 0 | 14 |
| 3 years | 0.034 | 0 | 25 |
| 5 years | 0.043 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.114 | — |
| 2023 | 0.122 | — |
| 2022 | -0.151 | — |
| 2021 | 0.092 | — |
| 2020 | 0.038 | — |
| 2019 | 0.152 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.037 | 0.020 | 0.028 | 0.024 |
| 2023 | 0.032 | 0.032 | -0.007 | 0.061 |
| 2022 | -0.047 | -0.083 | -0.019 | -0.011 |
| 2021 | 0.025 | 0.026 | 0.009 | 0.029 |
| 2020 | -0.098 | 0.073 | 0.020 | 0.052 |
| 2019 | 0.077 | 0.019 | 0.025 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.034 |
| 5 years | 0.043 |