Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 29 |
| 1 month | -0.004 | 0 | 37 |
| 3 months | 0.012 | 0 | 29 |
| 1 year | 0.061 | 0 | 8 |
| 3 years | 0.072 | 0 | 1 |
| 5 years | 0.083 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.128 | — |
| 2022 | -0.034 | — |
| 2021 | 0.003 | — |
| 2020 | 0.144 | — |
| 2019 | 0.209 | — |
| 2018 | -0.132 | — |
| 2017 | 0.085 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | 0.004 | 0.035 | 0.009 |
| 2023 | 0.014 | 0.025 | 0.020 | 0.064 |
| 2022 | -0.026 | -0.047 | -0.021 | 0.062 |
| 2021 | 0.022 | -0.004 | -0.007 | -0.007 |
| 2020 | -0.078 | 0.142 | 0.019 | 0.066 |
| 2019 | 0.059 | 0.052 | 0.067 | 0.017 |
| 2018 | -0.007 | -0.055 | -0.004 | -0.071 |
| 2017 | 0.016 | 0.005 | 0.008 | 0.054 |
| 2016 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.072 |
| 5 years | 0.083 |