Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 59 |
| 1 month | -0.043 | 0 | 63 |
| 3 months | -0.020 | 0 | 59 |
| 1 year | 0.029 | 0 | 65 |
| 3 years | 0.075 | 0 | 14 |
| 5 years | 0.158 | 0 | 17 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.132 | — |
| 2023 | 0.192 | — |
| 2022 | -0.112 | — |
| 2021 | 0.223 | — |
| 2020 | 0.189 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.079 | 0.006 | 0.092 | -0.045 |
| 2023 | 0.067 | 0.051 | -0.059 | 0.129 |
| 2022 | -0.054 | -0.119 | -0.075 | 0.152 |
| 2021 | 0.070 | 0.059 | -0.003 | 0.082 |
| 2020 | -0.178 | 0.153 | 0.102 | 0.139 |
| 2019 | 0.067 | 0.013 | 0.067 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.075 |
| 5 years | 0.158 |