Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.080 | 0 | 49 |
| 1 month | -0.021 | 0 | 55 |
| 3 months | 0.080 | 0 | 49 |
| 1 year | 0.048 | 0 | 88 |
| 3 years | 0.073 | 0 | 69 |
| 5 years | 0.119 | 0 | 83 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.026 | — |
| 2023 | 0.147 | — |
| 2022 | -0.066 | — |
| 2021 | 0.158 | — |
| 2020 | -0.090 | — |
| 2019 | 0.179 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.057 | 0.001 | 0.021 | -0.050 |
| 2023 | 0.054 | 0.010 | 0.029 | 0.046 |
| 2022 | -0.039 | -0.081 | -0.060 | 0.125 |
| 2021 | 0.117 | -0.002 | 0.018 | 0.021 |
| 2020 | -0.289 | 0.126 | -0.003 | 0.140 |
| 2019 | 0.102 | 0.004 | 0.004 | 0.061 |
| 2018 | 0.035 | 0.030 | -0.146 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.073 |
| 5 years | 0.119 |