Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.042 | 0 | 97 |
| 1 month | -0.019 | 0 | 95 |
| 3 months | -0.054 | 0 | 96 |
| 1 year | 0.020 | 0 | 88 |
| 3 years | 0.027 | 0 | 19 |
| 5 years | 0.038 | 0 | 10 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.091 | — |
| 2023 | 0.095 | — |
| 2022 | -0.135 | — |
| 2021 | 0.069 | — |
| 2020 | 0.049 | — |
| 2019 | 0.126 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.023 | — | — | — |
| 2024 | 0.040 | 0.005 | 0.029 | 0.015 |
| 2023 | 0.027 | 0.021 | -0.015 | 0.060 |
| 2022 | -0.052 | -0.094 | -0.020 | 0.027 |
| 2021 | 0.020 | 0.025 | 0.002 | 0.021 |
| 2020 | -0.135 | 0.106 | 0.038 | 0.055 |
| 2019 | 0.061 | 0.017 | 0.012 | 0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.027 |
| 5 years | 0.038 |