Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.040 | 0 | 18 |
| 1 month | 0.026 | 0 | 9 |
| 3 months | 0.060 | 0 | 14 |
| 1 year | 0.143 | 0 | 14 |
| 3 years | 0.086 | 0 | 8 |
| 5 years | 0.034 | 0 | 53 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.143 | — |
| 2023 | 0.079 | — |
| 2022 | -0.051 | — |
| 2021 | 0.123 | — |
| 2020 | -0.257 | — |
| 2019 | 0.095 | — |
| 2018 | 0.139 | — |
| 2017 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.088 | 0.035 | 0.005 | 0.010 |
| 2023 | 0.032 | 0.016 | 0.065 | -0.034 |
| 2022 | -0.097 | -0.056 | -0.012 | 0.126 |
| 2021 | 0.089 | 0.011 | 0.039 | -0.019 |
| 2020 | -0.213 | 0.034 | -0.084 | -0.003 |
| 2019 | 0.070 | -0.015 | 0.039 | 0.001 |
| 2018 | 0.018 | 0.102 | 0.044 | -0.028 |
| 2017 | -0.029 | -0.033 | 0.056 | 0.063 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.143 |
| 3 years | 0.086 |
| 5 years | 0.034 |