Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.031 | 0 | 53 |
| 1 month | -0.056 | 0 | 64 |
| 3 months | -0.031 | 0 | 53 |
| 1 year | -0.008 | 0 | 88 |
| 3 years | 0.022 | 0 | 67 |
| 5 years | 0.055 | 0 | 89 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.096 | — |
| 2023 | 0.124 | — |
| 2022 | -0.158 | — |
| 2021 | 0.086 | — |
| 2020 | 0.048 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.069 | 0.014 | 0.020 | -0.010 |
| 2023 | 0.054 | 0.018 | -0.035 | 0.086 |
| 2022 | -0.059 | -0.081 | -0.042 | 0.017 |
| 2021 | 0.031 | 0.026 | 0.010 | 0.017 |
| 2020 | -0.125 | 0.083 | 0.038 | 0.065 |
| 2019 | 0.036 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.022 |
| 5 years | 0.055 |