Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | 23 |
| 1 month | 0.001 | 0 | 30 |
| 3 months | 0.025 | 0 | 23 |
| 1 year | 0.068 | 0 | 19 |
| 3 years | 0.010 | 0 | 72 |
| 5 years | 0.016 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.060 | — |
| 2023 | 0.037 | — |
| 2022 | -0.176 | — |
| 2021 | -0.036 | — |
| 2020 | 0.082 | — |
| 2019 | 0.129 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.016 | 0.014 | 0.043 | -0.014 |
| 2023 | 0.001 | -0.003 | -0.026 | 0.066 |
| 2022 | -0.101 | -0.072 | -0.059 | 0.050 |
| 2021 | -0.019 | 0.023 | -0.006 | -0.034 |
| 2020 | -0.105 | 0.128 | 0.018 | 0.053 |
| 2019 | 0.069 | 0.018 | 0.013 | 0.025 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | -0.007 |
| 5 years | 0.005 |