Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.002 | 0 | 49 |
| 1 month | -0.011 | 0 | 37 |
| 3 months | 0.022 | 0 | 24 |
| 1 year | 0.056 | 0 | 48 |
| 3 years | 0.072 | 0 | 54 |
| 5 years | 0.095 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.130 | — |
| 2023 | 0.168 | — |
| 2022 | -0.110 | — |
| 2021 | 0.137 | — |
| 2020 | 0.048 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.108 | -0.011 | 0.009 | 0.022 |
| 2023 | 0.067 | 0.058 | -0.002 | 0.036 |
| 2022 | -0.045 | -0.101 | -0.014 | 0.051 |
| 2021 | 0.081 | -0.026 | 0.076 | 0.003 |
| 2020 | -0.192 | 0.149 | -0.002 | 0.130 |
| 2019 | 0.034 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.072 |
| 5 years | 0.095 |