Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 25 |
| 1 month | -0.059 | 0 | 26 |
| 3 months | -0.037 | 0 | 25 |
| 1 year | -0.048 | 0 | 72 |
| 3 years | -0.035 | 0 | 85 |
| 5 years | 0.121 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.036 | — |
| 2023 | 0.185 | — |
| 2022 | -0.344 | — |
| 2021 | 0.195 | — |
| 2020 | 0.510 | — |
| 2019 | 0.289 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.048 | 0.009 | 0.027 | -0.046 |
| 2023 | 0.147 | 0.035 | -0.065 | 0.068 |
| 2022 | -0.135 | -0.235 | -0.062 | 0.058 |
| 2021 | 0.069 | 0.060 | -0.037 | 0.094 |
| 2020 | -0.210 | 0.358 | 0.113 | 0.265 |
| 2019 | 0.136 | 0.027 | -0.018 | 0.125 |
| 2018 | -0.162 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.096 |
| 3 years | -0.052 |
| 5 years | 0.110 |