Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.043 | 0 | 70 |
| 1 month | 0.039 | 0 | 16 |
| 3 months | 0.017 | 0 | 51 |
| 1 year | 0.106 | 0 | 20 |
| 3 years | 0.101 | 0 | 90 |
| 5 years | 0.217 | 0 | 52 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.168 | — |
| 2023 | 0.186 | — |
| 2022 | -0.056 | — |
| 2021 | 0.416 | — |
| 2020 | 0.231 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.079 | — | — | — |
| 2024 | -0.008 | 0.089 | 0.121 | -0.035 |
| 2023 | -0.041 | 0.116 | 0.041 | 0.065 |
| 2022 | -0.043 | -0.095 | 0.058 | 0.029 |
| 2021 | 0.103 | 0.104 | 0.128 | 0.031 |
| 2020 | -0.285 | 0.249 | 0.138 | 0.212 |
| 2019 | 0.037 | 0.077 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.096 |
| 3 years | 0.101 |
| 5 years | 0.217 |