Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 23 |
| 1 month | -0.025 | 0 | 69 |
| 3 months | -0.061 | 0 | 23 |
| 1 year | 0.016 | 0 | 52 |
| 3 years | 0.049 | 0 | 29 |
| 5 years | 0.081 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.097 | — |
| 2023 | 0.095 | — |
| 2022 | -0.058 | — |
| 2021 | 0.119 | — |
| 2020 | 0.053 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.000 | — | — | — |
| 2024 | 0.054 | 0.011 | 0.014 | 0.015 |
| 2023 | 0.033 | 0.007 | 0.003 | 0.050 |
| 2022 | -0.021 | -0.067 | -0.005 | 0.036 |
| 2021 | 0.028 | 0.049 | 0.013 | 0.024 |
| 2020 | -0.182 | 0.138 | 0.028 | 0.101 |
| 2019 | 0.032 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.049 |
| 5 years | 0.081 |