Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.012 | 0 | 46 |
| 1 month | -0.038 | 0 | 50 |
| 3 months | -0.012 | 0 | 46 |
| 1 year | 0.061 | 0 | 23 |
| 3 years | 0.061 | 0 | 30 |
| 5 years | 0.147 | 0 | 29 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.162 | — |
| 2023 | 0.213 | — |
| 2022 | -0.182 | — |
| 2021 | 0.187 | — |
| 2020 | 0.148 | — |
| 2019 | 0.254 | — |
| 2018 | -0.097 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.083 | 0.025 | 0.060 | -0.012 |
| 2023 | 0.077 | 0.058 | -0.036 | 0.103 |
| 2022 | -0.047 | -0.154 | -0.070 | 0.091 |
| 2021 | 0.050 | 0.070 | -0.010 | 0.068 |
| 2020 | -0.218 | 0.189 | 0.078 | 0.145 |
| 2019 | 0.120 | 0.031 | 0.003 | 0.083 |
| 2018 | -0.007 | 0.004 | 0.041 | -0.130 |
| 2017 | 0.045 | 0.052 | 0.058 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.029 |
| 3 years | 0.050 |
| 5 years | 0.140 |