Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.245 | 0 | 5 |
| 1 month | 0.023 | 0 | 53 |
| 3 months | 0.093 | 0 | 5 |
| 1 year | 0.307 | 0 | 3 |
| 3 years | 0.083 | 0 | 3 |
| 5 years | 0.144 | 0 | 6 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | 0.085 | — |
| 2022 | -0.079 | — |
| 2021 | 0.132 | — |
| 2020 | 0.295 | — |
| 2019 | 0.294 | — |
| 2018 | -0.081 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.159 | 0.050 | — | — |
| 2023 | 0.024 | 0.027 | -0.014 | 0.046 |
| 2022 | -0.082 | -0.112 | -0.017 | 0.151 |
| 2021 | 0.007 | 0.085 | -0.033 | 0.072 |
| 2020 | -0.128 | 0.207 | 0.102 | 0.116 |
| 2019 | 0.161 | 0.029 | -0.003 | 0.086 |
| 2018 | 0.015 | 0.064 | 0.004 | -0.152 |
| 2017 | -0.049 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.302 |
| 3 years | 0.082 |
| 5 years | 0.144 |