Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.023 | 0 | 80 |
| 1 month | -0.065 | 0 | 97 |
| 3 months | 0.023 | 0 | 80 |
| 1 year | -0.016 | 0 | 89 |
| 3 years | 0.048 | 0 | 73 |
| 5 years | 0.119 | 0 | 54 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.042 | — |
| 2023 | 0.133 | — |
| 2022 | -0.130 | — |
| 2021 | 0.264 | — |
| 2020 | 0.036 | — |
| 2019 | 0.230 | — |
| 2018 | -0.100 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.084 | -0.006 | 0.018 | -0.050 |
| 2023 | 0.063 | 0.027 | -0.016 | 0.055 |
| 2022 | -0.086 | -0.104 | -0.030 | 0.095 |
| 2021 | 0.065 | 0.055 | 0.029 | 0.094 |
| 2020 | -0.215 | 0.153 | 0.019 | 0.123 |
| 2019 | 0.116 | 0.043 | 0.007 | 0.050 |
| 2018 | -0.044 | 0.062 | 0.002 | -0.115 |
| 2017 | 0.004 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.065 |
| 3 years | 0.030 |
| 5 years | 0.107 |