Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | — |
| 1 month | -0.058 | 0 | — |
| 3 months | -0.066 | 0 | — |
| 1 year | -0.009 | 0 | — |
| 3 years | -0.001 | 0 | — |
| 5 years | 0.028 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.104 | — |
| 2023 | 0.068 | — |
| 2022 | -0.137 | — |
| 2021 | 0.059 | — |
| 2020 | 0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.041 | 0.022 | 0.008 | 0.031 |
| 2023 | 0.031 | 0.005 | -0.027 | 0.060 |
| 2022 | -0.047 | -0.073 | -0.015 | -0.009 |
| 2021 | 0.011 | 0.018 | 0.000 | 0.028 |
| 2020 | -0.086 | 0.071 | 0.021 | 0.045 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.005 |
| 5 years | 0.027 |