Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.020 | 0 | 48 |
| 1 month | 0.003 | 0 | 63 |
| 3 months | 0.012 | 0 | 43 |
| 1 year | 0.099 | 0 | 36 |
| 3 years | 0.038 | 0 | 25 |
| 5 years | 0.037 | 0 | 24 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.091 | — |
| 2023 | 0.077 | — |
| 2022 | -0.109 | — |
| 2021 | 0.041 | — |
| 2020 | 0.075 | — |
| 2019 | 0.116 | — |
| 2018 | -0.041 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.028 | 0.005 | 0.047 | 0.009 |
| 2023 | 0.037 | 0.000 | -0.028 | 0.068 |
| 2022 | -0.052 | -0.082 | -0.014 | 0.039 |
| 2021 | -0.009 | 0.027 | 0.002 | 0.021 |
| 2020 | -0.072 | 0.087 | 0.028 | 0.036 |
| 2019 | 0.069 | 0.020 | 0.010 | 0.013 |
| 2018 | -0.003 | 0.003 | 0.004 | -0.045 |
| 2017 | 0.001 | 0.021 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.099 |
| 3 years | 0.038 |
| 5 years | 0.037 |