Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 13 |
| 1 month | -0.033 | 0 | 48 |
| 3 months | 0.008 | 0 | 13 |
| 1 year | 0.067 | 0 | 6 |
| 3 years | 0.046 | 0 | 7 |
| 5 years | 0.083 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.114 | — |
| 2023 | 0.094 | — |
| 2022 | -0.118 | — |
| 2021 | 0.147 | — |
| 2020 | 0.030 | — |
| 2019 | 0.097 | — |
| 2018 | -0.064 | — |
| 2017 | 0.040 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.052 | 0.000 | 0.020 | 0.037 |
| 2023 | 0.034 | 0.020 | -0.002 | 0.038 |
| 2022 | -0.054 | -0.075 | -0.018 | 0.026 |
| 2021 | 0.061 | 0.028 | 0.010 | 0.041 |
| 2020 | -0.141 | 0.094 | 0.018 | 0.077 |
| 2019 | 0.048 | 0.012 | 0.013 | 0.020 |
| 2018 | -0.019 | -0.004 | 0.012 | -0.053 |
| 2017 | 0.026 | 0.003 | 0.010 | 0.001 |
| 2016 | 0.012 | 0.013 | 0.018 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.067 |
| 3 years | 0.046 |
| 5 years | 0.083 |