Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 75 |
| 1 month | -0.011 | 0 | 91 |
| 3 months | -0.054 | 0 | 75 |
| 1 year | 0.055 | 0 | 39 |
| 3 years | 0.032 | 0 | 53 |
| 5 years | 0.072 | 0 | 49 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.143 | — |
| 2023 | 0.023 | — |
| 2022 | -0.105 | — |
| 2021 | 0.136 | — |
| 2020 | -0.099 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.005 | — | — | — |
| 2024 | 0.010 | 0.059 | 0.046 | 0.022 |
| 2023 | 0.023 | -0.005 | 0.011 | -0.005 |
| 2022 | -0.041 | -0.113 | -0.047 | 0.105 |
| 2021 | 0.086 | 0.049 | -0.012 | 0.010 |
| 2020 | -0.359 | 0.221 | -0.006 | 0.159 |
| 2019 | 0.007 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.055 |
| 3 years | 0.032 |
| 5 years | 0.072 |