Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.119 | 0 | 13 |
| 1 month | -0.051 | 0 | 27 |
| 3 months | -0.144 | 0 | 12 |
| 1 year | 0.002 | 0 | 73 |
| 3 years | 0.080 | 0 | 42 |
| 5 years | 0.123 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.241 | — |
| 2023 | 0.235 | — |
| 2022 | -0.195 | — |
| 2021 | 0.263 | — |
| 2020 | 0.120 | — |
| 2019 | 0.207 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.121 | 0.029 | -0.001 | 0.077 |
| 2023 | 0.056 | 0.088 | 0.004 | 0.071 |
| 2022 | -0.059 | -0.152 | -0.058 | 0.071 |
| 2021 | 0.074 | 0.083 | 0.008 | 0.077 |
| 2020 | -0.231 | 0.193 | 0.055 | 0.158 |
| 2019 | 0.119 | 0.030 | -0.008 | 0.055 |
| 2018 | -0.139 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.062 |
| 5 years | 0.112 |