Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | 0.017 | 0 | 68 |
1 month | -0.032 | 0 | 75 |
3 months | 0.017 | 0 | 68 |
1 year | 0.014 | 0 | 33 |
3 years | -0.091 | 0 | 95 |
5 years | 0.051 | 0 | 86 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | -0.017 | — |
2023 | 0.058 | — |
2022 | -0.407 | — |
2021 | 0.264 | — |
2020 | 0.232 | — |
2019 | 0.293 | — |
2018 | -0.264 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | -0.014 | 0.028 | -0.006 | -0.024 |
2023 | 0.055 | -0.004 | -0.117 | 0.140 |
2022 | -0.164 | -0.232 | -0.140 | 0.074 |
2021 | 0.048 | 0.116 | 0.040 | 0.039 |
2020 | -0.236 | 0.254 | 0.116 | 0.153 |
2019 | 0.156 | 0.051 | -0.068 | 0.141 |
2018 | -0.018 | 0.037 | -0.053 | -0.236 |
2017 | 0.062 | 0.005 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.016 |
3 years | -0.100 |
5 years | 0.044 |