Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.044 | 0 | — |
| 1 month | -0.061 | 0 | — |
| 3 months | -0.044 | 0 | — |
| 1 year | -0.073 | 0 | — |
| 3 years | -0.067 | 0 | — |
| 5 years | 0.089 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.010 | — |
| 2023 | 0.148 | — |
| 2022 | -0.373 | — |
| 2021 | 0.172 | — |
| 2020 | 0.462 | — |
| 2019 | 0.241 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.042 | 0.003 | 0.021 | -0.053 |
| 2023 | 0.136 | 0.027 | -0.072 | 0.060 |
| 2022 | -0.143 | -0.243 | -0.073 | 0.042 |
| 2021 | 0.063 | 0.055 | -0.041 | 0.090 |
| 2020 | -0.220 | 0.347 | 0.107 | 0.257 |
| 2019 | 0.125 | 0.017 | -0.027 | 0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | -0.083 |
| 5 years | 0.077 |