Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 18 |
| 1 month | -0.004 | 0 | 18 |
| 3 months | 0.039 | 0 | 18 |
| 1 year | 0.092 | 0 | 11 |
| 3 years | 0.086 | 0 | 6 |
| 5 years | 0.138 | 0 | 35 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.099 | — |
| 2023 | 0.137 | — |
| 2022 | -0.046 | — |
| 2021 | 0.127 | — |
| 2020 | 0.073 | — |
| 2019 | 0.344 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.046 | -0.015 | 0.125 | -0.052 |
| 2023 | 0.020 | 0.057 | -0.038 | 0.097 |
| 2022 | -0.031 | -0.105 | -0.033 | 0.138 |
| 2021 | 0.035 | 0.049 | -0.009 | 0.047 |
| 2020 | -0.214 | 0.131 | 0.068 | 0.131 |
| 2019 | 0.153 | 0.072 | 0.023 | 0.064 |
| 2018 | 0.010 | 0.071 | -0.118 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.092 |
| 3 years | 0.086 |
| 5 years | 0.138 |