Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.043 | 0 | 40 |
| 1 month | 0.011 | 0 | 58 |
| 3 months | 0.022 | 0 | 52 |
| 1 year | 0.087 | 0 | 39 |
| 3 years | 0.035 | 0 | 48 |
| 5 years | 0.061 | 0 | 42 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.071 | — |
| 2023 | 0.093 | — |
| 2022 | -0.201 | — |
| 2021 | -0.029 | — |
| 2020 | 0.181 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.031 | — | — | — |
| 2024 | 0.021 | 0.049 | 0.083 | -0.076 |
| 2023 | 0.042 | 0.006 | -0.035 | 0.080 |
| 2022 | -0.070 | -0.113 | -0.117 | 0.097 |
| 2021 | 0.023 | 0.052 | -0.084 | -0.015 |
| 2020 | -0.232 | 0.175 | 0.100 | 0.191 |
| 2019 | 0.005 | -0.043 | 0.115 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.087 |
| 3 years | 0.035 |
| 5 years | 0.061 |