Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 21 |
| 1 month | -0.005 | 0 | 15 |
| 3 months | 0.033 | 0 | 21 |
| 1 year | 0.010 | 0 | 72 |
| 3 years | -0.006 | 0 | 89 |
| 5 years | 0.036 | 0 | 79 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.041 | — |
| 2023 | 0.011 | — |
| 2022 | -0.019 | — |
| 2021 | 0.065 | — |
| 2020 | 0.032 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.033 | — | — | — |
| 2024 | -0.019 | -0.005 | 0.005 | -0.023 |
| 2023 | 0.003 | -0.012 | -0.016 | 0.036 |
| 2022 | 0.002 | -0.023 | 0.014 | -0.011 |
| 2021 | 0.029 | 0.006 | 0.005 | 0.023 |
| 2020 | -0.094 | 0.043 | -0.001 | 0.093 |
| 2019 | 0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | -0.016 |
| 5 years | 0.030 |