Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 49 |
| 1 month | -0.076 | 0 | 25 |
| 3 months | -0.079 | 0 | 49 |
| 1 year | -0.004 | 0 | 81 |
| 3 years | 0.060 | 0 | 78 |
| 5 years | 0.150 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.214 | — |
| 2023 | 0.112 | — |
| 2022 | -0.034 | — |
| 2021 | 0.224 | — |
| 2020 | 0.188 | — |
| 2019 | 0.266 | — |
| 2018 | -0.011 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.122 | 0.013 | 0.003 | 0.065 |
| 2023 | -0.003 | 0.025 | 0.028 | 0.059 |
| 2022 | 0.010 | -0.095 | 0.047 | 0.010 |
| 2021 | 0.033 | 0.041 | 0.042 | 0.092 |
| 2020 | -0.130 | 0.213 | 0.058 | 0.064 |
| 2019 | 0.129 | 0.077 | 0.036 | 0.006 |
| 2018 | -0.042 | 0.108 | 0.087 | -0.142 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.004 |
| 3 years | 0.060 |
| 5 years | 0.150 |