Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 60 |
| 1 month | -0.018 | 0 | 48 |
| 3 months | -0.004 | 0 | 60 |
| 1 year | 0.046 | 0 | 42 |
| 3 years | 0.035 | 0 | 20 |
| 5 years | 0.077 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.060 | — |
| 2023 | 0.102 | — |
| 2022 | -0.068 | — |
| 2021 | 0.116 | — |
| 2020 | 0.034 | — |
| 2019 | 0.103 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.010 | 0.008 | 0.053 | -0.012 |
| 2023 | 0.019 | 0.025 | -0.008 | 0.065 |
| 2022 | -0.022 | -0.049 | -0.029 | 0.033 |
| 2021 | 0.005 | 0.059 | 0.019 | 0.029 |
| 2020 | -0.136 | 0.091 | 0.026 | 0.068 |
| 2019 | 0.035 | 0.012 | 0.019 | 0.033 |
| 2018 | -0.046 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.035 |
| 5 years | 0.077 |