Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.075 | 0 | 54 |
| 1 month | 0.001 | 0 | 4 |
| 3 months | 0.075 | 0 | 54 |
| 1 year | 0.113 | 0 | 5 |
| 3 years | 0.047 | 0 | 5 |
| 5 years | 0.072 | 0 | 76 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.080 | — |
| 2023 | 0.057 | — |
| 2022 | -0.084 | — |
| 2021 | 0.106 | — |
| 2020 | -0.016 | — |
| 2019 | 0.209 | — |
| 2018 | -0.088 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.043 | 0.028 | 0.037 | -0.029 |
| 2023 | 0.041 | 0.012 | -0.003 | 0.007 |
| 2022 | -0.020 | -0.074 | -0.033 | 0.044 |
| 2021 | 0.041 | 0.043 | -0.030 | 0.051 |
| 2020 | -0.134 | 0.079 | 0.023 | 0.030 |
| 2019 | 0.090 | 0.042 | 0.027 | 0.037 |
| 2018 | -0.038 | 0.014 | 0.025 | -0.087 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.049 |
| 3 years | 0.027 |
| 5 years | 0.060 |