Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 92 |
| 1 month | -0.014 | 0 | 98 |
| 3 months | -0.011 | 0 | 91 |
| 1 year | 0.050 | 0 | 58 |
| 3 years | 0.054 | 0 | 4 |
| 5 years | 0.084 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.095 | — |
| 2022 | -0.040 | — |
| 2021 | 0.083 | — |
| 2020 | 0.043 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.045 | 0.010 | 0.025 | 0.016 |
| 2023 | 0.015 | 0.014 | 0.012 | 0.051 |
| 2022 | -0.018 | -0.040 | -0.013 | 0.031 |
| 2021 | 0.035 | 0.023 | 0.017 | 0.005 |
| 2020 | -0.173 | 0.145 | 0.018 | 0.083 |
| 2019 | -0.007 | -0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.054 |
| 5 years | 0.084 |