Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.004 | 0 | 67 |
1 month | -0.025 | 0 | 81 |
3 months | 0.004 | 0 | 67 |
1 year | 0.070 | 0 | 93 |
3 years | 0.076 | 0 | 36 |
5 years | 0.147 | 0 | 63 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.161 | — |
2023 | 0.118 | — |
2022 | -0.028 | — |
2021 | 0.263 | — |
2020 | 0.041 | — |
2019 | 0.246 | — |
2018 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.089 | -0.014 | 0.091 | -0.009 |
2023 | 0.039 | 0.030 | -0.008 | 0.054 |
2022 | 0.017 | -0.102 | -0.006 | 0.070 |
2021 | 0.110 | 0.073 | -0.008 | 0.069 |
2020 | -0.163 | 0.071 | 0.052 | 0.104 |
2019 | 0.130 | 0.048 | 0.024 | 0.027 |
2018 | 0.035 | -0.096 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.070 |
3 years | 0.076 |
5 years | 0.147 |