Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.029 | 0 | 85 |
| 1 month | -0.073 | 0 | 94 |
| 3 months | -0.029 | 0 | 85 |
| 1 year | -0.077 | 0 | 89 |
| 3 years | -0.067 | 0 | 93 |
| 5 years | 0.025 | 0 | 92 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.032 | — |
| 2023 | 0.110 | — |
| 2022 | -0.372 | — |
| 2021 | 0.211 | — |
| 2020 | 0.216 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.018 | -0.028 | 0.031 | -0.052 |
| 2023 | 0.091 | 0.046 | -0.099 | 0.080 |
| 2022 | -0.193 | -0.180 | -0.130 | 0.092 |
| 2021 | 0.030 | 0.070 | 0.043 | 0.053 |
| 2020 | -0.147 | 0.217 | 0.106 | 0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.077 |
| 3 years | -0.067 |
| 5 years | 0.025 |