Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.077 | 0 | 71 |
| 1 month | -0.074 | 0 | 61 |
| 3 months | -0.077 | 0 | 71 |
| 1 year | -0.099 | 0 | 87 |
| 3 years | -0.029 | 0 | — |
| 5 years | 0.074 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.010 | — |
| 2023 | 0.080 | — |
| 2022 | -0.097 | — |
| 2021 | 0.295 | — |
| 2020 | -0.047 | — |
| 2019 | 0.216 | — |
| 2018 | -0.077 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.014 | -0.005 | 0.045 | -0.061 |
| 2023 | 0.057 | 0.005 | -0.073 | 0.097 |
| 2022 | -0.027 | -0.085 | -0.011 | 0.025 |
| 2021 | 0.124 | 0.052 | 0.010 | 0.084 |
| 2020 | -0.230 | 0.143 | 0.001 | 0.083 |
| 2019 | 0.116 | -0.003 | 0.045 | 0.045 |
| 2018 | -0.046 | 0.052 | 0.043 | -0.118 |
| 2017 | 0.041 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.121 |
| 3 years | -0.037 |
| 5 years | 0.069 |