Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.098 | 0 | 10 |
| 1 month | 0.045 | 0 | 20 |
| 3 months | 0.098 | 0 | 10 |
| 1 year | 0.181 | 0 | 7 |
| 3 years | 0.045 | 0 | 11 |
| 5 years | 0.094 | 0 | 27 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.120 | — |
| 2023 | 0.034 | — |
| 2022 | -0.096 | — |
| 2021 | 0.130 | — |
| 2020 | 0.011 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.041 | -0.002 | 0.141 | -0.056 |
| 2023 | 0.006 | 0.002 | -0.061 | 0.093 |
| 2022 | 0.009 | -0.100 | -0.095 | 0.101 |
| 2021 | 0.040 | 0.052 | 0.004 | 0.029 |
| 2020 | -0.160 | 0.056 | 0.024 | 0.113 |
| 2019 | 0.021 | 0.047 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.122 |
| 3 years | 0.027 |
| 5 years | 0.082 |