Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.127 | 0 | 47 |
| 1 month | 0.026 | 0 | 86 |
| 3 months | 0.127 | 0 | 47 |
| 1 year | -0.141 | 0 | 29 |
| 3 years | -0.059 | 0 | 79 |
| 5 years | 0.084 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.254 | — |
| 2023 | 0.289 | — |
| 2022 | -0.065 | — |
| 2021 | -0.128 | — |
| 2020 | -0.075 | — |
| 2019 | 0.176 | — |
| 2018 | -0.080 | — |
| 2017 | 0.273 | — |
| 2016 | 0.211 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.021 | -0.112 | 0.016 | -0.155 |
| 2023 | 0.050 | 0.100 | -0.034 | 0.156 |
| 2022 | 0.216 | -0.281 | 0.044 | 0.023 |
| 2021 | -0.076 | 0.166 | -0.136 | -0.064 |
| 2020 | -0.455 | 0.244 | 0.016 | 0.343 |
| 2019 | 0.073 | 0.051 | -0.051 | 0.099 |
| 2018 | 0.091 | -0.222 | 0.067 | 0.015 |
| 2017 | 0.143 | -0.019 | 0.177 | -0.035 |
| 2016 | 0.163 | 0.054 | 0.048 | -0.057 |
| 2015 | -0.208 | -0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.186 |
| 3 years | -0.076 |
| 5 years | 0.073 |