Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 64 |
| 1 month | 0.013 | 0 | 18 |
| 3 months | 0.018 | 0 | 64 |
| 1 year | 0.050 | 0 | 66 |
| 3 years | -0.031 | 0 | 94 |
| 5 years | 0.064 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.032 | — |
| 2023 | 0.026 | — |
| 2022 | -0.256 | — |
| 2021 | -0.027 | — |
| 2020 | 0.369 | — |
| 2019 | 0.207 | — |
| 2018 | -0.151 | — |
| 2017 | 0.441 | — |
| 2016 | 0.041 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.000 | 0.007 | 0.119 | -0.085 |
| 2023 | 0.041 | 0.011 | -0.058 | 0.034 |
| 2022 | -0.119 | -0.110 | -0.122 | 0.081 |
| 2021 | 0.002 | 0.056 | -0.046 | -0.036 |
| 2020 | -0.216 | 0.282 | 0.094 | 0.245 |
| 2019 | 0.118 | 0.002 | -0.024 | 0.103 |
| 2018 | 0.020 | -0.061 | -0.063 | -0.055 |
| 2017 | 0.118 | 0.083 | 0.099 | 0.083 |
| 2016 | 0.002 | 0.033 | 0.070 | -0.059 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.048 |
| 5 years | 0.053 |