Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | — |
| 1 month | 0.012 | 0 | — |
| 3 months | 0.055 | 0 | — |
| 1 year | 0.069 | 0 | — |
| 3 years | 0.040 | 0 | — |
| 5 years | 0.019 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2023 | 0.064 | — |
| 2022 | -0.087 | — |
| 2021 | 0.120 | — |
| 2020 | -0.100 | — |
| 2019 | 0.163 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 0.039 | 0.000 | -0.014 | 0.038 |
| 2022 | -0.002 | -0.064 | -0.071 | 0.052 |
| 2021 | 0.055 | 0.018 | 0.011 | 0.031 |
| 2020 | -0.177 | 0.056 | 0.009 | 0.026 |
| 2019 | 0.076 | 0.031 | 0.034 | 0.015 |
| 2018 | -0.051 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.058 |
| 3 years | 0.037 |
| 5 years | 0.017 |