Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 46 |
| 1 month | -0.010 | 0 | 81 |
| 3 months | -0.017 | 0 | 46 |
| 1 year | 0.042 | 0 | 70 |
| 3 years | 0.045 | 0 | 43 |
| 5 years | 0.058 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.068 | — |
| 2023 | 0.079 | — |
| 2022 | -0.064 | — |
| 2021 | 0.088 | — |
| 2020 | 0.038 | — |
| 2019 | 0.129 | — |
| 2018 | -0.049 | — |
| 2017 | 0.081 | — |
| 2016 | 0.059 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.040 | 0.002 | 0.039 | -0.015 |
| 2023 | 0.028 | 0.013 | -0.015 | 0.052 |
| 2022 | -0.035 | -0.060 | -0.047 | 0.083 |
| 2021 | 0.042 | 0.020 | -0.014 | 0.038 |
| 2020 | -0.125 | 0.097 | 0.018 | 0.062 |
| 2019 | 0.064 | 0.012 | 0.016 | 0.033 |
| 2018 | -0.014 | 0.012 | 0.019 | -0.064 |
| 2017 | 0.027 | 0.011 | 0.019 | 0.022 |
| 2016 | 0.011 | -0.001 | 0.030 | 0.017 |
| 2015 | 0.036 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.026 |
| 3 years | 0.039 |
| 5 years | 0.055 |