Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 60 |
| 1 month | 0.001 | 0 | 21 |
| 3 months | -0.001 | 0 | 51 |
| 1 year | 0.077 | 0 | 31 |
| 3 years | 0.056 | 0 | 15 |
| 5 years | 0.048 | 0 | 47 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.091 | — |
| 2023 | 0.128 | — |
| 2022 | -0.116 | — |
| 2021 | 0.033 | — |
| 2020 | -0.004 | — |
| 2019 | 0.106 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.018 | 0.014 | 0.034 | 0.023 |
| 2023 | 0.026 | 0.021 | 0.017 | 0.059 |
| 2022 | -0.044 | -0.109 | -0.005 | 0.043 |
| 2021 | 0.014 | 0.015 | 0.009 | -0.006 |
| 2020 | -0.152 | 0.086 | 0.028 | 0.052 |
| 2019 | 0.046 | 0.024 | 0.014 | 0.018 |
| 2018 | 0.015 | -0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.048 |
| 5 years | 0.044 |