Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 21 |
| 1 month | -0.039 | 0 | 34 |
| 3 months | -0.019 | 0 | 21 |
| 1 year | 0.048 | 0 | 46 |
| 3 years | 0.020 | 0 | 48 |
| 5 years | 0.013 | 0 | 64 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.092 | — |
| 2023 | 0.052 | — |
| 2022 | -0.120 | — |
| 2021 | 0.067 | — |
| 2020 | 0.002 | — |
| 2019 | 0.170 | — |
| 2018 | 0.013 | — |
| 2017 | -0.070 | — |
| 2016 | 0.085 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.022 | 0.007 | 0.016 | 0.045 |
| 2023 | 0.020 | -0.006 | 0.002 | 0.035 |
| 2022 | -0.065 | -0.017 | 0.007 | -0.049 |
| 2021 | 0 | 0.025 | 0.023 | 0.018 |
| 2020 | -0.007 | 0.064 | -0.030 | -0.023 |
| 2019 | 0.075 | 0.028 | 0.077 | -0.016 |
| 2018 | -0.048 | 0.039 | 0.019 | 0.006 |
| 2017 | 0.000 | -0.038 | -0.025 | -0.009 |
| 2016 | -0.011 | 0.060 | 0.004 | 0.031 |
| 2015 | 0.022 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.048 |
| 3 years | 0.020 |
| 5 years | 0.013 |