Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.087 | 0 | 91 |
| 1 month | -0.127 | 0 | 97 |
| 3 months | -0.087 | 0 | 91 |
| 1 year | -0.017 | 0 | 28 |
| 3 years | -0.055 | 0 | 87 |
| 5 years | 0.037 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.118 | — |
| 2023 | -0.073 | — |
| 2022 | -0.228 | — |
| 2021 | -0.031 | — |
| 2020 | 0.547 | — |
| 2019 | 0.205 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.038 | -0.033 | 0.068 | 0.043 |
| 2023 | 0.018 | 0.082 | -0.225 | 0.087 |
| 2022 | -0.133 | -0.229 | 0.109 | 0.041 |
| 2021 | 0.075 | 0.033 | -0.055 | -0.077 |
| 2020 | -0.086 | 0.251 | 0.147 | 0.179 |
| 2019 | 0.187 | -0.020 | -0.033 | 0.070 |
| 2018 | 0.149 | -0.172 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.066 |
| 3 years | -0.071 |
| 5 years | 0.026 |