Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.100 | 0 | — |
| 1 month | 0.014 | 0 | — |
| 3 months | 0.129 | 0 | — |
| 1 year | 0.080 | 0 | — |
| 3 years | -0.088 | 0 | — |
| 5 years | -0.007 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | — | — |
| 2023 | -0.051 | — |
| 2022 | -0.231 | — |
| 2021 | 0.025 | — |
| 2020 | 0.120 | — |
| 2019 | 0.170 | — |
| 2018 | -0.160 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.085 | — | — | — |
| 2023 | 0.012 | -0.033 | -0.012 | -0.017 |
| 2022 | -0.089 | -0.097 | -0.064 | -0.001 |
| 2021 | 0.088 | 0.033 | -0.062 | -0.028 |
| 2020 | -0.222 | 0.156 | 0.102 | 0.130 |
| 2019 | 0.104 | -0.005 | -0.030 | 0.099 |
| 2018 | -0.015 | -0.063 | -0.031 | -0.060 |
| 2017 | -0.015 | 0.023 | 0.042 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | -0.088 |
| 5 years | -0.007 |