Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.159 | 0 | 3 |
| 1 month | 0.004 | 0 | 26 |
| 3 months | 0.159 | 0 | 3 |
| 1 year | 0.096 | 0 | 10 |
| 3 years | 0.156 | 0 | 5 |
| 5 years | 0.112 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.102 | — |
| 2023 | 0.243 | — |
| 2022 | 0.184 | — |
| 2021 | 0.019 | — |
| 2020 | -0.364 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.050 | -0.066 | 0.165 | -0.130 |
| 2023 | 0.137 | 0.034 | -0.017 | 0.075 |
| 2022 | -0.008 | 0.070 | -0.026 | 0.145 |
| 2021 | 0.072 | 0.033 | -0.001 | -0.079 |
| 2020 | -0.416 | 0.109 | — | — |
| 2019 | -0.014 | 0.254 | -0.011 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.144 |
| 5 years | 0.105 |