Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | — |
| 1 month | 0.005 | 0 | — |
| 3 months | 0.011 | 0 | — |
| 1 year | 0.082 | 0 | — |
| 3 years | 0.024 | 0 | — |
| 5 years | 0.029 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.072 | — |
| 2023 | 0.067 | — |
| 2022 | -0.125 | — |
| 2021 | 0.099 | — |
| 2020 | 0.013 | — |
| 2019 | 0.162 | — |
| 2018 | -0.081 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.035 | 0.014 | 0.014 | 0.008 |
| 2023 | 0.028 | 0.012 | -0.020 | 0.048 |
| 2022 | -0.035 | -0.070 | -0.012 | -0.013 |
| 2021 | 0.031 | 0.020 | 0.003 | 0.041 |
| 2020 | -0.091 | 0.071 | 0.006 | 0.035 |
| 2019 | 0.082 | 0.019 | 0.035 | 0.019 |
| 2018 | -0.030 | 0.027 | 0.003 | -0.080 |
| 2017 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.082 |
| 3 years | 0.024 |
| 5 years | 0.029 |