Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 37 |
| 1 month | -0.008 | 0 | 77 |
| 3 months | -0.014 | 0 | 41 |
| 1 year | 0.054 | 0 | 56 |
| 3 years | 0.057 | 0 | 26 |
| 5 years | 0.070 | 0 | 26 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.080 | — |
| 2023 | 0.092 | — |
| 2022 | -0.054 | — |
| 2021 | 0.101 | — |
| 2020 | 0.050 | — |
| 2019 | 0.144 | — |
| 2018 | -0.037 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.044 | 0.005 | 0.041 | -0.011 |
| 2023 | 0.031 | 0.016 | -0.012 | 0.055 |
| 2022 | -0.033 | -0.058 | -0.044 | 0.087 |
| 2021 | 0.044 | 0.024 | -0.011 | 0.042 |
| 2020 | -0.122 | 0.100 | 0.021 | 0.064 |
| 2019 | 0.067 | 0.015 | 0.019 | 0.036 |
| 2018 | -0.011 | 0.015 | 0.022 | -0.061 |
| 2017 | 0.014 | 0.021 | 0.024 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.057 |
| 5 years | 0.070 |