Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.001 | 0 | 42 |
| 1 month | 0.021 | 0 | 23 |
| 3 months | -0.034 | 0 | 42 |
| 1 year | 0.085 | 0 | 54 |
| 3 years | 0.102 | 0 | 23 |
| 5 years | 0.144 | 0 | 7 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.131 | — |
| 2023 | 0.189 | — |
| 2022 | -0.113 | — |
| 2021 | 0.221 | — |
| 2020 | 0.188 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.079 | 0.006 | 0.092 | -0.046 |
| 2023 | 0.067 | 0.050 | -0.060 | 0.129 |
| 2022 | -0.054 | -0.120 | -0.075 | 0.152 |
| 2021 | 0.069 | 0.058 | -0.003 | 0.082 |
| 2020 | -0.178 | 0.153 | 0.101 | 0.138 |
| 2019 | 0.067 | 0.013 | 0.066 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.085 |
| 3 years | 0.102 |
| 5 years | 0.144 |