Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 15 |
| 1 month | -0.047 | 0 | 42 |
| 3 months | 0.003 | 0 | 15 |
| 1 year | 0.056 | 0 | 14 |
| 3 years | 0.050 | 0 | 17 |
| 5 years | 0.112 | 0 | 11 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.135 | — |
| 2023 | 0.108 | — |
| 2022 | -0.119 | — |
| 2021 | 0.192 | — |
| 2020 | 0.027 | — |
| 2019 | 0.224 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.079 | 0.026 | 0.005 | 0.021 |
| 2023 | 0.037 | 0.027 | -0.010 | 0.052 |
| 2022 | -0.040 | -0.088 | -0.022 | 0.028 |
| 2021 | 0.080 | 0.037 | 0.007 | 0.057 |
| 2020 | -0.202 | 0.140 | 0.024 | 0.102 |
| 2019 | 0.117 | 0.020 | 0.027 | 0.045 |
| 2018 | 0.029 | 0.019 | -0.111 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.034 |
| 3 years | 0.043 |
| 5 years | 0.108 |