Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.007 | 0 | 14 |
| 1 month | -0.024 | 0 | 14 |
| 3 months | -0.007 | 0 | 14 |
| 1 year | 0.045 | 0 | 1 |
| 3 years | 0.011 | 0 | 1 |
| 5 years | -0.003 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.035 | — |
| 2023 | 0.039 | — |
| 2022 | -0.117 | — |
| 2021 | 0.000 | — |
| 2020 | -0.046 | — |
| 2019 | 0.107 | — |
| 2018 | 0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.016 | -0.001 | 0.051 | 0.002 |
| 2023 | 0.008 | 0 | -0.013 | 0.044 |
| 2022 | -0.087 | -0.011 | -0.018 | -0.004 |
| 2021 | -0.023 | 0.000 | 0.001 | 0.024 |
| 2020 | -0.086 | 0.063 | -0.037 | 0.020 |
| 2019 | 0.047 | 0.021 | 0.029 | 0.006 |
| 2018 | -0.009 | -0.003 | -0.008 | 0.021 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.011 |
| 5 years | -0.003 |