Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.021 | 0 | 30 |
| 1 month | -0.030 | 0 | 26 |
| 3 months | -0.021 | 0 | 30 |
| 1 year | 0.078 | 0 | 47 |
| 3 years | 0.006 | 0 | 44 |
| 5 years | 0.058 | 0 | 62 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.160 | — |
| 2023 | -0.008 | — |
| 2022 | -0.170 | — |
| 2021 | 0.020 | — |
| 2020 | 0.121 | — |
| 2019 | 0.245 | — |
| 2018 | -0.094 | — |
| 2017 | 0.255 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | 0.080 | 0.023 | -0.003 |
| 2023 | 0.025 | -0.016 | -0.023 | 0.007 |
| 2022 | -0.083 | -0.038 | -0.079 | 0.022 |
| 2021 | 0.092 | 0.011 | -0.071 | -0.005 |
| 2020 | -0.193 | 0.120 | 0.090 | 0.137 |
| 2019 | 0.156 | -0.010 | 0.017 | 0.070 |
| 2018 | -0.010 | -0.002 | -0.008 | -0.076 |
| 2017 | 0.129 | 0.022 | 0.034 | 0.052 |
| 2016 | 0.067 | 0.094 | -0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.006 |
| 5 years | 0.058 |