Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.017 | 0 | 82 |
| 1 month | -0.028 | 0 | 55 |
| 3 months | -0.024 | 0 | 90 |
| 1 year | 0.086 | 0 | 33 |
| 3 years | -0.025 | 0 | — |
| 5 years | 0.042 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.131 | — |
| 2023 | -0.001 | — |
| 2022 | -0.305 | — |
| 2021 | 0.216 | — |
| 2020 | 0.273 | — |
| 2019 | 0.175 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.121 | -0.028 | 0.075 | -0.036 |
| 2023 | -0.020 | 0.034 | -0.154 | 0.165 |
| 2022 | -0.147 | -0.140 | -0.072 | 0.020 |
| 2021 | 0.080 | 0.117 | 0.004 | 0.004 |
| 2020 | -0.157 | 0.174 | 0.109 | 0.160 |
| 2019 | 0.135 | -0.015 | -0.025 | 0.078 |
| 2018 | -0.101 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.086 |
| 3 years | -0.025 |
| 5 years | 0.042 |