Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.008 | 0 | — |
| 1 month | 0.057 | 0 | — |
| 3 months | -0.008 | 0 | — |
| 1 year | 0.061 | 0 | — |
| 3 years | 0.109 | 0 | — |
| 5 years | 0.223 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.092 | — |
| 2023 | 0.200 | — |
| 2022 | 0.055 | — |
| 2021 | 0.227 | — |
| 2020 | 0.174 | — |
| 2019 | 0.149 | — |
| 2018 | 0.066 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.020 | 0.079 | 0.069 | -0.072 |
| 2023 | -0.030 | 0.103 | 0.020 | 0.099 |
| 2022 | 0.006 | -0.089 | 0.086 | 0.061 |
| 2021 | 0.037 | 0.064 | 0.128 | -0.014 |
| 2020 | -0.279 | 0.184 | 0.095 | 0.255 |
| 2019 | 0.070 | 0.021 | -0.014 | 0.067 |
| 2018 | -0.031 | 0.077 | 0.024 | -0.003 |
| 2017 | 0.090 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | 0.109 |
| 5 years | 0.223 |