Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.019 | 0 | 75 |
| 1 month | 0.002 | 0 | 80 |
| 3 months | 0.004 | 0 | 86 |
| 1 year | 0.097 | 0 | 42 |
| 3 years | 0.059 | 0 | 14 |
| 5 years | 0.058 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.088 | — |
| 2023 | 0.114 | — |
| 2022 | -0.112 | — |
| 2021 | 0.015 | — |
| 2020 | 0.056 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.022 | 0.008 | 0.052 | 0.003 |
| 2023 | 0.022 | 0.012 | 0.007 | 0.069 |
| 2022 | -0.044 | -0.105 | -0.024 | 0.064 |
| 2021 | -0.002 | 0.023 | 0.001 | -0.007 |
| 2020 | -0.147 | 0.128 | 0.029 | 0.067 |
| 2019 | -0.001 | 0.020 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.097 |
| 3 years | 0.059 |
| 5 years | 0.058 |