Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.009 | 0 | 67 |
1 month | -0.042 | 0 | 84 |
3 months | 0.009 | 0 | 67 |
1 year | 0.007 | 0 | 34 |
3 years | 0.079 | 0 | 34 |
5 years | 0.154 | 0 | 50 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.125 | — |
2023 | 0.172 | — |
2022 | -0.172 | — |
2021 | 0.309 | — |
2020 | 0.128 | — |
2019 | 0.366 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.127 | 0.054 | -0.012 | -0.042 |
2023 | 0.110 | 0.025 | -0.082 | 0.122 |
2022 | -0.123 | -0.088 | -0.059 | 0.100 |
2021 | 0.134 | 0.058 | 0.044 | 0.044 |
2020 | -0.205 | 0.227 | 0.022 | 0.132 |
2019 | 0.148 | 0.054 | 0.072 | 0.053 |
2018 | 0.001 | -0.105 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.006 |
3 years | 0.079 |
5 years | 0.154 |