Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.024 | 0 | 19 |
| 1 month | -0.040 | 0 | 66 |
| 3 months | 0.024 | 0 | 19 |
| 1 year | 0.066 | 0 | 14 |
| 3 years | 0.030 | 0 | 80 |
| 5 years | 0.142 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.110 | — |
| 2023 | 0.072 | — |
| 2022 | -0.102 | — |
| 2021 | 0.268 | — |
| 2020 | 0.047 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.067 | -0.035 | 0.093 | -0.014 |
| 2023 | 0.018 | 0.011 | -0.026 | 0.070 |
| 2022 | 0.000 | -0.126 | -0.108 | 0.150 |
| 2021 | 0.103 | 0.052 | 0.004 | 0.089 |
| 2020 | -0.250 | 0.134 | 0.059 | 0.163 |
| 2019 | 0.016 | 0.083 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.066 |
| 3 years | 0.030 |
| 5 years | 0.142 |