Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.031 | 0 | 24 |
| 1 month | -0.019 | 0 | 37 |
| 3 months | 0.031 | 0 | 24 |
| 1 year | 0.075 | 0 | 15 |
| 3 years | 0.045 | 0 | 27 |
| 5 years | 0.078 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.092 | — |
| 2023 | 0.088 | — |
| 2022 | -0.130 | — |
| 2021 | 0.155 | — |
| 2020 | -0.003 | — |
| 2019 | 0.162 | — |
| 2018 | -0.104 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.047 | 0.005 | 0.033 | 0.005 |
| 2023 | 0.039 | 0.012 | -0.025 | 0.061 |
| 2022 | -0.067 | -0.088 | -0.043 | 0.068 |
| 2021 | 0.059 | 0.055 | 0.005 | 0.029 |
| 2020 | -0.159 | 0.103 | 0.012 | 0.062 |
| 2019 | 0.088 | 0.000 | 0.026 | 0.040 |
| 2018 | -0.013 | -0.009 | -0.016 | -0.069 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.075 |
| 3 years | 0.045 |
| 5 years | 0.078 |