Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | 42 |
| 1 month | -0.008 | 0 | 45 |
| 3 months | 0.012 | 0 | 42 |
| 1 year | 0.066 | 0 | 57 |
| 3 years | 0.047 | 0 | 35 |
| 5 years | 0.065 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.082 | — |
| 2023 | 0.140 | — |
| 2022 | -0.126 | — |
| 2021 | 0.018 | — |
| 2020 | 0.080 | — |
| 2019 | 0.120 | — |
| 2018 | -0.059 | — |
| 2017 | 0.095 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.027 | 0.012 | 0.046 | -0.004 |
| 2023 | 0.025 | 0.030 | 0.004 | 0.076 |
| 2022 | -0.050 | -0.123 | -0.023 | 0.074 |
| 2021 | 0.003 | 0.026 | -0.005 | -0.006 |
| 2020 | -0.123 | 0.089 | 0.046 | 0.081 |
| 2019 | 0.050 | 0.019 | 0.023 | 0.023 |
| 2018 | -0.012 | -0.014 | 0.016 | -0.048 |
| 2017 | 0.033 | 0.021 | 0.032 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.029 |
| 5 years | 0.054 |