Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.017 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.077 | 0 | — |
| 3 years | 0.029 | 0 | — |
| 5 years | 0.031 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.066 | — |
| 2023 | 0.089 | — |
| 2022 | -0.114 | — |
| 2021 | 0.043 | — |
| 2020 | 0.039 | — |
| 2019 | 0.085 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.022 | 0.003 | 0.035 | 0.005 |
| 2023 | 0.028 | 0.011 | -0.018 | 0.067 |
| 2022 | -0.048 | -0.072 | -0.028 | 0.031 |
| 2021 | 0.019 | 0.018 | -0.005 | 0.011 |
| 2020 | -0.087 | 0.076 | 0.015 | 0.043 |
| 2019 | 0.046 | 0.011 | 0.007 | 0.018 |
| 2018 | 0.011 | -0.055 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.077 |
| 3 years | 0.029 |
| 5 years | 0.031 |