Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 30 |
| 1 month | -0.026 | 0 | 55 |
| 3 months | 0.008 | 0 | 30 |
| 1 year | 0.113 | 0 | 24 |
| 3 years | 0.084 | 0 | 18 |
| 5 years | 0.107 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.186 | — |
| 2023 | 0.133 | — |
| 2022 | -0.115 | — |
| 2021 | 0.103 | — |
| 2020 | 0.100 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.075 | 0.015 | 0.054 | 0.032 |
| 2023 | 0.051 | 0.025 | -0.021 | 0.074 |
| 2022 | -0.058 | -0.106 | -0.011 | 0.062 |
| 2021 | 0.016 | 0.046 | 0.002 | 0.035 |
| 2020 | -0.124 | 0.123 | 0.044 | 0.071 |
| 2019 | 0.014 | 0.007 | 0.039 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.113 |
| 3 years | 0.084 |
| 5 years | 0.107 |