Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 12 |
| 1 month | -0.032 | 0 | 57 |
| 3 months | 0.026 | 0 | 12 |
| 1 year | 0.075 | 0 | 29 |
| 3 years | 0.124 | 0 | 25 |
| 5 years | 0.131 | 0 | 30 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.155 | — |
| 2023 | 0.229 | — |
| 2022 | -0.093 | — |
| 2021 | 0.097 | — |
| 2020 | 0.092 | — |
| 2019 | 0.268 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.103 | -0.035 | 0.043 | 0.041 |
| 2023 | 0.061 | 0.065 | 0.029 | 0.057 |
| 2022 | -0.071 | -0.062 | 0.029 | 0.011 |
| 2021 | 0.063 | -0.027 | 0.076 | -0.014 |
| 2020 | -0.144 | 0.130 | 0.077 | 0.049 |
| 2019 | 0.100 | -0.010 | 0.077 | 0.081 |
| 2018 | -0.157 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.105 |
| 5 years | 0.119 |