Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 68 |
| 1 month | -0.025 | 0 | 82 |
| 3 months | 0.003 | 0 | 68 |
| 1 year | 0.069 | 0 | 93 |
| 3 years | 0.075 | 0 | 37 |
| 5 years | 0.147 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.160 | — |
| 2023 | 0.117 | — |
| 2022 | -0.029 | — |
| 2021 | 0.263 | — |
| 2020 | 0.042 | — |
| 2019 | 0.246 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.089 | -0.014 | 0.091 | -0.009 |
| 2023 | 0.039 | 0.030 | -0.009 | 0.054 |
| 2022 | 0.017 | -0.102 | -0.006 | 0.070 |
| 2021 | 0.110 | 0.073 | -0.008 | 0.069 |
| 2020 | -0.163 | 0.071 | 0.052 | 0.104 |
| 2019 | 0.130 | 0.048 | 0.025 | 0.027 |
| 2018 | 0.035 | -0.096 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.075 |
| 5 years | 0.147 |