Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 23 |
| 1 month | 0.011 | 0 | 22 |
| 3 months | 0.016 | 0 | 30 |
| 1 year | 0.074 | 0 | 62 |
| 3 years | 0.058 | 0 | 29 |
| 5 years | 0.031 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.012 | — |
| 2023 | 0.131 | — |
| 2022 | -0.137 | — |
| 2021 | -0.058 | — |
| 2020 | 0.068 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | -0.003 | -0.009 | 0.077 | -0.048 |
| 2023 | 0.037 | 0.031 | -0.032 | 0.094 |
| 2022 | -0.085 | -0.103 | -0.032 | 0.085 |
| 2021 | -0.061 | 0.039 | -0.018 | -0.016 |
| 2020 | -0.140 | 0.121 | 0.018 | 0.089 |
| 2019 | 0.004 | 0.040 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.058 |
| 5 years | 0.031 |