Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 13 |
| 1 month | 0.004 | 0 | 23 |
| 3 months | 0.034 | 0 | 18 |
| 1 year | 0.117 | 0 | 43 |
| 3 years | 0.082 | 0 | 12 |
| 5 years | 0.094 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.109 | — |
| 2023 | 0.119 | — |
| 2022 | -0.058 | — |
| 2021 | 0.169 | — |
| 2020 | 0.009 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.069 | 0.020 | 0.020 | -0.003 |
| 2023 | 0.047 | 0.031 | -0.020 | 0.057 |
| 2022 | 0.000 | -0.070 | -0.024 | 0.039 |
| 2021 | 0.069 | 0.050 | 0.000 | 0.041 |
| 2020 | -0.192 | 0.111 | 0.033 | 0.088 |
| 2019 | 0.021 | 0.056 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.050 |
| 5 years | 0.076 |