Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.123 | 0 | 83 |
| 1 month | -0.134 | 0 | 89 |
| 3 months | -0.123 | 0 | 83 |
| 1 year | -0.058 | 0 | 78 |
| 3 years | 0.021 | 0 | 64 |
| 5 years | 0.088 | 0 | 57 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.195 | — |
| 2023 | 0.203 | — |
| 2022 | -0.237 | — |
| 2021 | 0.165 | — |
| 2020 | 0.205 | — |
| 2019 | 0.282 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.111 | 0.024 | -0.037 | 0.091 |
| 2023 | 0.140 | 0.047 | -0.054 | 0.066 |
| 2022 | -0.097 | -0.156 | 0.012 | -0.010 |
| 2021 | 0.054 | 0.068 | -0.031 | 0.068 |
| 2020 | -0.117 | 0.153 | 0.097 | 0.078 |
| 2019 | 0.158 | 0.046 | 0.027 | 0.031 |
| 2018 | 0.008 | -0.114 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.107 |
| 3 years | 0.003 |
| 5 years | 0.077 |