Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.013 | 0 | 22 |
| 1 month | -0.034 | 0 | 24 |
| 3 months | -0.013 | 0 | 22 |
| 1 year | 0.089 | 0 | 10 |
| 3 years | 0.096 | 0 | 13 |
| 5 years | 0.132 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.200 | — |
| 2023 | 0.136 | — |
| 2022 | -0.072 | — |
| 2021 | 0.069 | — |
| 2020 | 0.193 | — |
| 2019 | 0.042 | — |
| 2018 | -0.058 | — |
| 2017 | 0.035 | — |
| 2016 | -0.027 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.088 | 0.021 | 0.048 | 0.031 |
| 2023 | 0.049 | 0.019 | -0.005 | 0.067 |
| 2022 | -0.050 | -0.103 | 0.000 | 0.089 |
| 2021 | 0.042 | 0.035 | -0.005 | -0.004 |
| 2020 | -0.141 | 0.180 | 0.051 | 0.120 |
| 2019 | 0.034 | -0.042 | -0.010 | 0.062 |
| 2018 | -0.006 | 0.006 | -0.024 | -0.035 |
| 2017 | 0.021 | -0.005 | -0.024 | 0.043 |
| 2016 | -0.052 | -0.004 | 0.028 | 0.002 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.089 |
| 3 years | 0.096 |
| 5 years | 0.132 |