Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.072 | 0 | 36 |
| 1 month | -0.021 | 0 | 20 |
| 3 months | 0.072 | 0 | 36 |
| 1 year | -0.003 | 0 | 87 |
| 3 years | 0.048 | 0 | 84 |
| 5 years | 0.157 | 0 | 16 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.011 | — |
| 2023 | 0.119 | — |
| 2022 | -0.027 | — |
| 2021 | 0.262 | — |
| 2020 | 0.057 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.064 | -0.036 | 0.011 | -0.046 |
| 2023 | 0.093 | -0.022 | -0.027 | 0.076 |
| 2022 | 0.004 | -0.039 | -0.069 | 0.082 |
| 2021 | 0.133 | 0.043 | 0.001 | 0.068 |
| 2020 | -0.256 | 0.155 | 0.068 | 0.152 |
| 2019 | 0.018 | 0.042 | 0.009 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.063 |
| 3 years | 0.026 |
| 5 years | 0.143 |