Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | 62 |
| 1 month | -0.006 | 0 | 95 |
| 3 months | -0.011 | 0 | 93 |
| 1 year | 0.079 | 0 | 6 |
| 3 years | 0.063 | 0 | 2 |
| 5 years | 0.039 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.119 | — |
| 2023 | 0.101 | — |
| 2022 | -0.127 | — |
| 2021 | 0.019 | — |
| 2020 | -0.020 | — |
| 2019 | 0.119 | — |
| 2018 | -0.067 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | 0.023 | 0.035 | 0.019 |
| 2023 | 0.022 | 0.029 | 0.005 | 0.042 |
| 2022 | -0.096 | -0.057 | -0.001 | 0.024 |
| 2021 | -0.003 | 0.023 | 0.007 | -0.008 |
| 2020 | -0.126 | 0.074 | 0.007 | 0.037 |
| 2019 | 0.044 | 0.021 | 0.017 | 0.032 |
| 2018 | -0.009 | -0.036 | -0.005 | -0.018 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.052 |
| 5 years | 0.033 |