Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.025 | 0 | 73 |
| 1 month | -0.029 | 0 | 42 |
| 3 months | -0.025 | 0 | 73 |
| 1 year | 0.015 | 0 | 73 |
| 3 years | -0.009 | 0 | 91 |
| 5 years | 0.034 | 0 | 80 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.081 | — |
| 2022 | -0.194 | — |
| 2021 | 0.083 | — |
| 2020 | 0.043 | — |
| 2019 | 0.095 | — |
| 2018 | -0.090 | — |
| 2017 | 0.044 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.045 | 0.020 | 0.033 | -0.013 |
| 2023 | 0.024 | 0.020 | -0.037 | 0.074 |
| 2022 | -0.050 | -0.134 | -0.045 | 0.026 |
| 2021 | 0.017 | 0.032 | -0.002 | 0.033 |
| 2020 | -0.117 | 0.091 | 0.037 | 0.044 |
| 2019 | 0.047 | 0.011 | 0.005 | 0.029 |
| 2018 | -0.037 | -0.003 | 0.021 | -0.071 |
| 2017 | 0.014 | 0.003 | 0.012 | 0.013 |
| 2016 | 0.022 | 0.017 | 0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.016 |
| 3 years | -0.019 |
| 5 years | 0.028 |