Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.034 | 0 | 28 |
| 1 month | 0.002 | 0 | 60 |
| 3 months | 0.034 | 0 | 28 |
| 1 year | 0.105 | 0 | 13 |
| 3 years | 0.028 | 0 | 20 |
| 5 years | 0.071 | 0 | 58 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.101 | — |
| 2023 | 0.131 | — |
| 2022 | -0.272 | — |
| 2021 | -0.106 | — |
| 2020 | 0.294 | — |
| 2019 | 0.215 | — |
| 2018 | -0.200 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.030 | 0.043 | 0.071 | -0.043 |
| 2023 | 0.070 | -0.014 | -0.035 | 0.110 |
| 2022 | -0.136 | -0.149 | -0.127 | 0.133 |
| 2021 | 0.023 | 0.017 | -0.118 | -0.027 |
| 2020 | -0.229 | 0.231 | 0.107 | 0.232 |
| 2019 | 0.108 | -0.008 | -0.029 | 0.139 |
| 2018 | 0.006 | -0.082 | -0.032 | -0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.105 |
| 3 years | 0.028 |
| 5 years | 0.071 |