Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.051 | 0 | — |
| 1 month | 0.020 | 0 | — |
| 3 months | 0.059 | 0 | — |
| 1 year | 0.113 | 0 | — |
| 3 years | 0.070 | 0 | — |
| 5 years | 0.064 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.102 | — |
| 2023 | 0.137 | — |
| 2022 | -0.134 | — |
| 2021 | 0.159 | — |
| 2020 | 0.013 | — |
| 2019 | 0.181 | — |
| 2018 | -0.089 | — |
| 2017 | 0.069 | — |
| 2016 | 0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.072 | 0.006 | 0.007 | 0.015 |
| 2023 | 0.046 | 0.037 | -0.018 | 0.068 |
| 2022 | -0.056 | -0.090 | -0.040 | 0.050 |
| 2021 | 0.054 | 0.046 | 0.000 | 0.052 |
| 2020 | -0.208 | 0.176 | 0.001 | 0.087 |
| 2019 | 0.074 | 0.029 | 0.024 | 0.044 |
| 2018 | -0.036 | 0.028 | 0.016 | -0.095 |
| 2017 | 0.025 | 0.039 | -0.014 | 0.018 |
| 2016 | -0.041 | -0.040 | 0.056 | 0.066 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.070 |
| 5 years | 0.064 |