Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.022 | 0 | 77 |
| 1 month | -0.025 | 0 | 70 |
| 3 months | -0.022 | 0 | 77 |
| 1 year | 0.001 | 0 | 82 |
| 3 years | -0.009 | 0 | 79 |
| 5 years | 0.055 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.081 | — |
| 2023 | 0.017 | — |
| 2022 | -0.175 | — |
| 2021 | -0.007 | — |
| 2020 | 0.190 | — |
| 2019 | 0.077 | — |
| 2018 | -0.117 | — |
| 2017 | 0.193 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.056 | 0.019 | 0.003 | 0.002 |
| 2023 | 0.021 | -0.013 | -0.012 | 0.021 |
| 2022 | -0.089 | -0.049 | -0.027 | -0.021 |
| 2021 | 0.019 | 0.068 | -0.075 | -0.014 |
| 2020 | -0.197 | 0.247 | 0.051 | 0.131 |
| 2019 | 0.030 | 0.065 | -0.048 | 0.032 |
| 2018 | -0.043 | -0.031 | -0.020 | -0.029 |
| 2017 | 0.112 | -0.014 | 0.024 | 0.063 |
| 2016 | 0.000 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.029 |
| 3 years | -0.019 |
| 5 years | 0.048 |