Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 80 |
| 1 month | -0.113 | 0 | 88 |
| 3 months | -0.120 | 0 | 80 |
| 1 year | -0.014 | 0 | 43 |
| 3 years | 0.095 | 0 | 23 |
| 5 years | 0.146 | 0 | 33 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.300 | — |
| 2023 | 0.230 | — |
| 2022 | -0.110 | — |
| 2021 | 0.330 | — |
| 2020 | 0.020 | — |
| 2019 | 0.374 | — |
| 2018 | -0.001 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.160 | 0.024 | 0.010 | 0.084 |
| 2023 | 0.090 | 0.121 | -0.038 | 0.046 |
| 2022 | -0.046 | -0.091 | 0.010 | 0.016 |
| 2021 | 0.096 | 0.061 | 0.024 | 0.117 |
| 2020 | -0.140 | 0.112 | 0.038 | 0.028 |
| 2019 | 0.173 | 0.042 | 0.082 | 0.038 |
| 2018 | 0.010 | 0.074 | 0.052 | -0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | 0.095 |
| 5 years | 0.146 |