Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 47 |
| 1 month | 0.008 | 0 | 16 |
| 3 months | -0.023 | 0 | 47 |
| 1 year | -0.091 | 0 | 57 |
| 3 years | 0.042 | 0 | 36 |
| 5 years | 0.071 | 0 | 9 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | -0.021 | — |
| 2023 | 0.076 | — |
| 2022 | 0.206 | — |
| 2021 | 0.094 | — |
| 2020 | 0.005 | — |
| 2019 | -0.038 | — |
| 2018 | -0.043 | — |
| 2017 | 0.027 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.053 | -0.022 | -0.006 | -0.043 |
| 2023 | -0.023 | 0.146 | -0.033 | -0.006 |
| 2022 | 0.096 | 0.064 | 0.122 | -0.079 |
| 2021 | 0.047 | 0.032 | 0.013 | 0.000 |
| 2020 | -0.032 | -0.055 | 0.000 | 0.098 |
| 2019 | -0.045 | 0.042 | -0.016 | -0.017 |
| 2018 | -0.001 | -0.018 | -0.002 | -0.022 |
| 2017 | 0.033 | -0.006 | -0.034 | 0.035 |
| 2016 | 0.007 | -0.037 | 0.014 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.091 |
| 3 years | 0.042 |
| 5 years | 0.071 |