Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.080 | 0 | 84 |
| 1 month | -0.071 | 0 | 80 |
| 3 months | -0.080 | 0 | 84 |
| 1 year | -0.070 | 0 | 91 |
| 3 years | -0.009 | 0 | 89 |
| 5 years | 0.077 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.103 | — |
| 2023 | 0.191 | — |
| 2022 | -0.266 | — |
| 2021 | 0.173 | — |
| 2020 | 0.226 | — |
| 2019 | 0.242 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.092 | 0.021 | -0.040 | 0.031 |
| 2023 | 0.109 | 0.072 | -0.075 | 0.083 |
| 2022 | -0.089 | -0.177 | -0.024 | 0.002 |
| 2021 | 0.030 | 0.063 | 0.027 | 0.044 |
| 2020 | -0.118 | 0.156 | 0.093 | 0.101 |
| 2019 | 0.116 | 0.050 | 0.003 | 0.057 |
| 2018 | 0.040 | 0.025 | -0.119 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | -0.027 |
| 5 years | 0.065 |