Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.140 | 0 | 14 |
| 1 month | 0.015 | 0 | 12 |
| 3 months | 0.140 | 0 | 14 |
| 1 year | 0.148 | 0 | 22 |
| 3 years | 0.114 | 0 | 26 |
| 5 years | 0.160 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.104 | — |
| 2023 | 0.124 | — |
| 2022 | -0.132 | — |
| 2021 | 0.188 | — |
| 2020 | 0.058 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | -0.023 | 0.016 | 0.015 |
| 2023 | 0.096 | -0.012 | -0.038 | 0.078 |
| 2022 | -0.112 | -0.123 | -0.036 | 0.155 |
| 2021 | 0.050 | 0.051 | 0.030 | 0.045 |
| 2020 | -0.266 | 0.242 | 0.025 | 0.132 |
| 2019 | 0.106 | -0.039 | 0.030 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.137 |
| 3 years | 0.110 |
| 5 years | 0.158 |