Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 16 |
| 1 month | -0.019 | 0 | 16 |
| 3 months | 0.005 | 0 | 16 |
| 1 year | 0.032 | 0 | 42 |
| 3 years | 0.023 | 0 | 42 |
| 5 years | 0.102 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.081 | — |
| 2023 | 0.091 | — |
| 2022 | -0.159 | — |
| 2021 | 0.233 | — |
| 2020 | 0.048 | — |
| 2019 | 0.174 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | 0.022 | 0.025 | -0.019 |
| 2023 | 0.052 | 0.000 | 0.013 | 0.023 |
| 2022 | -0.068 | -0.067 | -0.048 | 0.017 |
| 2021 | 0.078 | 0.075 | -0.009 | 0.074 |
| 2020 | -0.206 | 0.235 | 0.008 | 0.061 |
| 2019 | 0.098 | -0.008 | 0.022 | 0.055 |
| 2018 | -0.013 | -0.122 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.019 |
| 3 years | 0.005 |
| 5 years | 0.090 |