Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 1 |
| 1 month | -0.021 | 0 | 1 |
| 3 months | 0.006 | 0 | 1 |
| 1 year | 0.095 | 0 | 1 |
| 3 years | 0.071 | 0 | 1 |
| 5 years | 0.116 | 0 | 3 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.164 | — |
| 2023 | 0.104 | — |
| 2022 | -0.082 | — |
| 2021 | 0.172 | — |
| 2020 | 0.099 | — |
| 2019 | 0.130 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.069 | 0.010 | 0.054 | 0.023 |
| 2023 | 0.041 | 0.014 | -0.021 | 0.068 |
| 2022 | -0.035 | -0.106 | -0.005 | 0.069 |
| 2021 | 0.037 | 0.061 | 0.011 | 0.054 |
| 2020 | -0.118 | 0.111 | 0.043 | 0.075 |
| 2019 | 0.070 | 0.014 | 0.008 | 0.033 |
| 2018 | -0.067 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.095 |
| 3 years | 0.071 |
| 5 years | 0.116 |