Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.098 | 0 | 18 |
| 1 month | 0.034 | 0 | 9 |
| 3 months | 0.062 | 0 | 13 |
| 1 year | 0.110 | 0 | 32 |
| 3 years | 0.122 | 0 | 25 |
| 5 years | 0.058 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.122 | — |
| 2023 | 0.095 | — |
| 2022 | -0.121 | — |
| 2021 | 0.068 | — |
| 2020 | 0.069 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.003 | 0.031 | 0.062 | — |
| 2024 | 0.047 | 0.009 | 0.050 | 0.011 |
| 2023 | 0.044 | 0.007 | -0.027 | 0.071 |
| 2022 | -0.048 | -0.103 | -0.017 | 0.047 |
| 2021 | 0.000 | 0.037 | -0.003 | 0.033 |
| 2020 | -0.098 | 0.101 | 0.027 | 0.049 |
| 2019 | 0.009 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.110 |
| 3 years | 0.122 |
| 5 years | 0.058 |