Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.011 | 0 | 17 |
| 1 month | -0.022 | 0 | 28 |
| 3 months | 0.011 | 0 | 17 |
| 1 year | 0.007 | 0 | 81 |
| 3 years | 0.033 | 0 | 34 |
| 5 years | 0.077 | 0 | 28 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.105 | — |
| 2023 | 0.026 | — |
| 2022 | -0.098 | — |
| 2021 | 0.161 | — |
| 2020 | 0.066 | — |
| 2019 | 0.096 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.109 | 0.012 | -0.017 | 0.001 |
| 2023 | 0.003 | 0.010 | -0.017 | 0.030 |
| 2022 | -0.061 | -0.009 | -0.020 | -0.011 |
| 2021 | 0.067 | 0.035 | 0.003 | 0.048 |
| 2020 | -0.118 | 0.046 | 0.065 | 0.085 |
| 2019 | 0.031 | 0.004 | 0.041 | 0.016 |
| 2018 | -0.057 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.015 |
| 5 years | 0.066 |