Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | 93 |
| 1 month | -0.140 | 0 | 98 |
| 3 months | -0.144 | 0 | 93 |
| 1 year | 0.019 | 0 | 46 |
| 3 years | -0.083 | 0 | 100 |
| 5 years | 0.016 | 0 | 97 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.167 | — |
| 2023 | 0.646 | — |
| 2022 | -0.669 | — |
| 2021 | -0.241 | — |
| 2020 | 1.413 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.019 | -0.088 | 0.028 | 0.269 |
| 2023 | 0.285 | 0.123 | -0.099 | 0.266 |
| 2022 | -0.295 | -0.373 | -0.048 | -0.214 |
| 2021 | -0.029 | 0.078 | -0.137 | -0.160 |
| 2020 | -0.079 | 0.564 | 0.256 | 0.334 |
| 2019 | 0.127 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.032 |
| 3 years | -0.098 |
| 5 years | 0.006 |