Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 12 |
| 1 month | -0.001 | 0 | 22 |
| 3 months | 0.035 | 0 | 12 |
| 1 year | 0.020 | 0 | 36 |
| 3 years | 0.009 | 0 | 34 |
| 5 years | 0.044 | 0 | 40 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.073 | — |
| 2023 | 0.004 | — |
| 2022 | -0.122 | — |
| 2021 | 0.047 | — |
| 2020 | 0.038 | — |
| 2019 | 0.072 | — |
| 2018 | -0.097 | — |
| 2017 | 0.173 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.088 | -0.009 | 0.015 | -0.020 |
| 2023 | 0.029 | -0.007 | -0.024 | 0.007 |
| 2022 | -0.047 | -0.084 | -0.088 | 0.103 |
| 2021 | 0.067 | 0.012 | -0.026 | -0.004 |
| 2020 | -0.141 | 0.100 | 0.031 | 0.066 |
| 2019 | 0.051 | 0.000 | -0.009 | 0.028 |
| 2018 | -0.011 | -0.006 | -0.007 | -0.075 |
| 2017 | 0.026 | 0.030 | 0.065 | 0.042 |
| 2016 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.020 |
| 3 years | 0.009 |
| 5 years | 0.044 |