Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 3 |
| 1 month | 0.000 | 0 | 11 |
| 3 months | 0.026 | 0 | 3 |
| 1 year | 0.045 | 0 | 15 |
| 3 years | 0.040 | 0 | 1 |
| 5 years | 0.049 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.027 | — |
| 2023 | 0.135 | — |
| 2022 | -0.105 | — |
| 2021 | 0.028 | — |
| 2020 | 0.031 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.008 | -0.003 | 0.047 | -0.024 |
| 2023 | 0.032 | 0.005 | 0.015 | 0.079 |
| 2022 | -0.047 | -0.074 | -0.044 | 0.062 |
| 2021 | 0.017 | 0.013 | 0.005 | -0.006 |
| 2020 | -0.108 | 0.080 | 0.020 | 0.050 |
| 2019 | 0.018 | 0.008 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.045 |
| 3 years | 0.040 |
| 5 years | 0.049 |