Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 8 |
| 1 month | 0.008 | 0 | 2 |
| 3 months | 0.028 | 0 | 8 |
| 1 year | 0.075 | 0 | 11 |
| 3 years | 0.032 | 0 | 73 |
| 5 years | 0.084 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.133 | — |
| 2023 | 0.049 | — |
| 2022 | -0.114 | — |
| 2021 | 0.138 | — |
| 2020 | 0.031 | — |
| 2019 | 0.179 | — |
| 2018 | -0.019 | — |
| 2017 | 0.086 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.084 | 0.018 | 0.015 | 0.012 |
| 2023 | -0.004 | 0.042 | -0.015 | 0.026 |
| 2022 | -0.015 | -0.067 | -0.037 | 0.001 |
| 2021 | 0.045 | 0.044 | 0.004 | 0.039 |
| 2020 | -0.151 | 0.099 | 0.037 | 0.065 |
| 2019 | 0.084 | 0.044 | 0.049 | -0.006 |
| 2018 | -0.033 | 0.045 | 0.050 | -0.076 |
| 2017 | 0.026 | 0.019 | 0.007 | 0.032 |
| 2016 | 0.028 | 0.034 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.021 |
| 3 years | 0.014 |
| 5 years | 0.073 |