Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.006 | 0 | 55 |
| 1 month | -0.019 | 0 | 51 |
| 3 months | 0.006 | 0 | 55 |
| 1 year | 0.080 | 0 | 69 |
| 3 years | 0.053 | 0 | 61 |
| 5 years | 0.071 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.120 | — |
| 2023 | 0.095 | — |
| 2022 | -0.105 | — |
| 2021 | 0.092 | — |
| 2020 | 0.067 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.043 | 0.009 | 0.051 | 0.013 |
| 2023 | 0.039 | 0.006 | -0.029 | 0.078 |
| 2022 | -0.054 | -0.085 | -0.007 | 0.041 |
| 2021 | 0.001 | 0.037 | 0.006 | 0.046 |
| 2020 | -0.089 | 0.086 | 0.029 | 0.048 |
| 2019 | 0.026 | 0.013 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.053 |
| 5 years | 0.071 |