Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | — |
| 1 month | 0.025 | 0 | — |
| 3 months | 0.014 | 0 | — |
| 1 year | 0.079 | 0 | — |
| 3 years | -0.038 | 0 | — |
| 5 years | -0.063 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.101 | — |
| 2023 | -0.134 | — |
| 2022 | -0.146 | — |
| 2021 | -0.133 | — |
| 2020 | 0.008 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.051 | 0.039 | 0.023 | -0.015 |
| 2023 | -0.002 | -0.089 | -0.065 | 0.020 |
| 2022 | -0.100 | -0.096 | -0.084 | 0.146 |
| 2021 | -0.004 | -0.007 | -0.049 | -0.078 |
| 2020 | -0.125 | 0.094 | 0.021 | 0.031 |
| 2019 | -0.020 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.079 |
| 3 years | -0.038 |
| 5 years | -0.063 |