Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.015 | 0 | 17 |
| 1 month | -0.016 | 0 | 47 |
| 3 months | 0.015 | 0 | 17 |
| 1 year | 0.057 | 0 | 10 |
| 3 years | 0.040 | 0 | 8 |
| 5 years | 0.064 | 0 | 4 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.062 | — |
| 2023 | 0.103 | — |
| 2022 | -0.090 | — |
| 2021 | 0.060 | — |
| 2020 | 0.030 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.019 | 0.014 | 0.028 | -0.001 |
| 2023 | 0.016 | 0.020 | 0.006 | 0.058 |
| 2022 | -0.038 | -0.077 | -0.033 | 0.060 |
| 2021 | 0.022 | 0.021 | 0.007 | 0.009 |
| 2020 | -0.134 | 0.107 | 0.020 | 0.054 |
| 2019 | 0.024 | 0.022 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.040 |
| 5 years | 0.064 |