Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 71 |
| 1 month | -0.015 | 0 | 89 |
| 3 months | 0.009 | 0 | 71 |
| 1 year | 0.075 | 0 | 63 |
| 3 years | 0.044 | 0 | 31 |
| 5 years | 0.050 | 0 | 45 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.095 | — |
| 2023 | 0.091 | — |
| 2022 | -0.105 | — |
| 2021 | 0.032 | — |
| 2020 | 0.077 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.028 | 0.009 | 0.044 | 0.011 |
| 2023 | 0.036 | 0.009 | -0.021 | 0.066 |
| 2022 | -0.053 | -0.075 | -0.006 | 0.028 |
| 2021 | -0.011 | 0.027 | -0.002 | 0.018 |
| 2020 | -0.060 | 0.081 | 0.024 | 0.036 |
| 2019 | 0.016 | 0.007 | 0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.044 |
| 5 years | 0.050 |