Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 9 |
| 1 month | -0.022 | 0 | 52 |
| 3 months | 0.025 | 0 | 9 |
| 1 year | 0.047 | 0 | 16 |
| 3 years | 0.022 | 0 | 11 |
| 5 years | 0.064 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.093 | — |
| 2023 | 0.057 | — |
| 2022 | -0.136 | — |
| 2021 | 0.137 | — |
| 2020 | 0.017 | — |
| 2019 | 0.176 | — |
| 2018 | -0.080 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.070 | 0.014 | 0.012 | -0.004 |
| 2023 | 0.043 | 0.014 | -0.016 | 0.016 |
| 2022 | -0.043 | -0.089 | -0.046 | 0.038 |
| 2021 | 0.053 | 0.049 | -0.008 | 0.037 |
| 2020 | -0.134 | 0.085 | 0.024 | 0.058 |
| 2019 | 0.093 | 0.026 | 0.013 | 0.035 |
| 2018 | -0.030 | 0.016 | 0.011 | -0.077 |
| 2017 | 0.032 | 0.031 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.005 |
| 5 years | 0.049 |