Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.076 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.066 | 0 | — |
| 1 year | 0.150 | 0 | — |
| 3 years | 0.103 | 0 | — |
| 5 years | 0.106 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.112 | — |
| 2023 | 0.177 | — |
| 2022 | -0.164 | — |
| 2021 | 0.053 | — |
| 2020 | 0.257 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.060 | -0.002 | 0.065 | -0.013 |
| 2023 | 0.091 | 0.006 | -0.050 | 0.129 |
| 2022 | -0.126 | -0.147 | -0.024 | 0.150 |
| 2021 | -0.025 | 0.051 | 0.013 | 0.015 |
| 2020 | -0.107 | 0.198 | 0.070 | 0.099 |
| 2019 | 0.015 | 0.002 | 0.076 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.150 |
| 3 years | 0.103 |
| 5 years | 0.106 |