Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 81 |
| 1 month | -0.027 | 0 | 53 |
| 3 months | -0.021 | 0 | 86 |
| 1 year | 0.100 | 0 | 23 |
| 3 years | -0.012 | 0 | — |
| 5 years | 0.067 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.145 | — |
| 2023 | 0.012 | — |
| 2022 | -0.296 | — |
| 2021 | 0.269 | — |
| 2020 | 0.330 | — |
| 2019 | 0.201 | — |
| 2018 | 0.005 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.124 | -0.025 | 0.079 | -0.032 |
| 2023 | -0.017 | 0.038 | -0.151 | 0.168 |
| 2022 | -0.144 | -0.137 | -0.069 | 0.024 |
| 2021 | 0.093 | 0.136 | 0.014 | 0.007 |
| 2020 | -0.151 | 0.178 | 0.122 | 0.185 |
| 2019 | 0.142 | -0.011 | -0.021 | 0.086 |
| 2018 | -0.028 | 0.041 | 0.099 | -0.097 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.100 |
| 3 years | -0.012 |
| 5 years | 0.067 |