Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 82 |
| 1 month | -0.061 | 0 | 41 |
| 3 months | -0.082 | 0 | 82 |
| 1 year | -0.052 | 0 | 87 |
| 3 years | 0.004 | 0 | 76 |
| 5 years | 0.104 | 0 | 66 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.126 | — |
| 2023 | 0.073 | — |
| 2022 | -0.161 | — |
| 2021 | 0.285 | — |
| 2020 | 0.097 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.091 | -0.007 | 0.068 | -0.027 |
| 2023 | 0.022 | 0.003 | -0.026 | 0.074 |
| 2022 | -0.079 | -0.111 | -0.012 | 0.037 |
| 2021 | 0.122 | 0.054 | 0.023 | 0.062 |
| 2020 | -0.201 | 0.140 | 0.053 | 0.144 |
| 2019 | 0.047 | 0.015 | 0.057 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.099 |
| 3 years | -0.013 |
| 5 years | 0.093 |