Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.084 | 0 | 76 |
| 1 month | -0.066 | 0 | 29 |
| 3 months | -0.084 | 0 | 76 |
| 1 year | -0.031 | 0 | 58 |
| 3 years | -0.035 | 0 | 99 |
| 5 years | 0.073 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.104 | — |
| 2023 | 0.156 | — |
| 2022 | -0.351 | — |
| 2021 | 0.020 | — |
| 2020 | 0.710 | — |
| 2019 | 0.254 | — |
| 2018 | -0.047 | — |
| 2017 | 0.266 | — |
| 2016 | 0.309 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.043 | -0.009 | 0.036 | 0.030 |
| 2023 | 0.072 | 0.019 | -0.043 | 0.106 |
| 2022 | -0.155 | -0.220 | 0.002 | -0.018 |
| 2021 | -0.009 | 0.092 | -0.042 | -0.016 |
| 2020 | -0.069 | 0.428 | 0.143 | 0.124 |
| 2019 | 0.144 | 0.097 | -0.052 | 0.055 |
| 2018 | -0.008 | 0.109 | 0.048 | -0.173 |
| 2017 | 0.084 | 0.060 | 0.035 | 0.064 |
| 2016 | 0.014 | 0.069 | 0.155 | 0.046 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.031 |
| 3 years | -0.035 |
| 5 years | 0.073 |