Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.002 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | -0.031 | 0 | — |
| 1 year | 0.091 | 0 | — |
| 3 years | 0.062 | 0 | — |
| 5 years | 0.091 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.108 | — |
| 2023 | 0.088 | — |
| 2022 | -0.032 | — |
| 2021 | 0.185 | — |
| 2020 | -0.080 | — |
| 2019 | 0.192 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.013 | 0.048 | 0.031 | 0.013 |
| 2023 | 0.030 | 0.001 | 0.020 | 0.035 |
| 2022 | -0.034 | -0.040 | -0.060 | 0.111 |
| 2021 | 0.053 | 0.058 | 0.026 | 0.037 |
| 2020 | -0.244 | 0.101 | -0.018 | 0.126 |
| 2019 | 0.069 | 0.021 | 0.032 | 0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.091 |
| 3 years | 0.062 |
| 5 years | 0.091 |