Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.070 | 0 | 68 |
| 1 month | -0.023 | 0 | 46 |
| 3 months | -0.088 | 0 | 59 |
| 1 year | 0.038 | 0 | 25 |
| 3 years | 0.034 | 0 | 43 |
| 5 years | 0.067 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.163 | — |
| 2023 | 0.134 | — |
| 2022 | -0.152 | — |
| 2021 | 0.188 | — |
| 2020 | 0.037 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.064 | 0.023 | 0.030 | 0.038 |
| 2023 | 0.033 | 0.036 | -0.010 | 0.069 |
| 2022 | -0.044 | -0.097 | -0.017 | -0.001 |
| 2021 | 0.058 | 0.043 | 0.009 | 0.067 |
| 2020 | -0.138 | 0.098 | 0.029 | 0.064 |
| 2019 | 0.047 | 0.035 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.034 |
| 5 years | 0.067 |