Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 58 |
| 1 month | -0.011 | 0 | 55 |
| 3 months | 0.003 | 0 | 58 |
| 1 year | 0.061 | 0 | 54 |
| 3 years | 0.042 | 0 | 29 |
| 5 years | 0.042 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.074 | — |
| 2023 | 0.116 | — |
| 2022 | -0.074 | — |
| 2021 | 0.006 | — |
| 2020 | 0.005 | — |
| 2019 | 0.044 | — |
| 2018 | -0.031 | — |
| 2017 | 0.047 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.015 | 0.012 | 0.029 | 0.017 |
| 2023 | 0.026 | 0.016 | 0.014 | 0.055 |
| 2022 | -0.015 | -0.097 | -0.005 | 0.046 |
| 2021 | 0.003 | 0.004 | -0.002 | 0.000 |
| 2020 | -0.084 | 0.057 | 0.015 | 0.023 |
| 2019 | 0.026 | 0.009 | 0.006 | 0.002 |
| 2018 | -0.005 | -0.012 | 0.006 | -0.020 |
| 2017 | 0.014 | 0.016 | 0.012 | 0.005 |
| 2016 | 0.006 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.035 |
| 5 years | 0.038 |