Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | -0.001 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.061 | 0 | — |
| 3 years | -0.004 | 0 | — |
| 5 years | 0.023 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.054 | — |
| 2023 | 0.037 | — |
| 2022 | -0.158 | — |
| 2021 | -0.052 | — |
| 2020 | 0.076 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.006 | 0.023 | 0.069 | -0.042 |
| 2023 | 0.027 | -0.013 | -0.034 | 0.060 |
| 2022 | -0.056 | -0.081 | -0.092 | 0.069 |
| 2021 | 0.003 | 0.017 | -0.041 | -0.032 |
| 2020 | -0.150 | 0.112 | 0.041 | 0.093 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.061 |
| 3 years | -0.004 |
| 5 years | 0.023 |