Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 9 |
| 1 month | -0.003 | 0 | 13 |
| 3 months | 0.077 | 0 | 9 |
| 1 year | 0.033 | 0 | 16 |
| 3 years | 0.029 | 0 | 18 |
| 5 years | 0.093 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.033 | — |
| 2023 | 0.088 | — |
| 2022 | -0.212 | — |
| 2021 | 0.173 | — |
| 2020 | 0.026 | — |
| 2019 | 0.283 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.077 | -0.020 | 0.006 | -0.027 |
| 2023 | 0.080 | -0.008 | -0.057 | 0.076 |
| 2022 | -0.124 | -0.136 | -0.062 | 0.110 |
| 2021 | 0.043 | 0.058 | 0.027 | 0.035 |
| 2020 | -0.265 | 0.218 | 0.060 | 0.081 |
| 2019 | 0.148 | 0.034 | 0.007 | 0.073 |
| 2018 | 0.030 | 0.011 | -0.165 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.022 |
| 5 years | 0.089 |