Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 44 |
| 1 month | -0.037 | 0 | 60 |
| 3 months | -0.028 | 0 | 44 |
| 1 year | 0.083 | 0 | 80 |
| 3 years | -0.102 | 0 | 83 |
| 5 years | -0.018 | 0 | 86 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.143 | — |
| 2023 | -0.198 | — |
| 2022 | -0.301 | — |
| 2021 | 0.036 | — |
| 2020 | 0.298 | — |
| 2019 | 0.360 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.026 | 0 | 0.119 | -0.004 |
| 2023 | -0.006 | -0.088 | -0.024 | -0.095 |
| 2022 | -0.139 | 0.048 | -0.146 | -0.092 |
| 2021 | 0.027 | 0.052 | -0.071 | 0.032 |
| 2020 | -0.084 | 0.142 | 0.078 | 0.152 |
| 2019 | 0.331 | -0.027 | -0.015 | 0.066 |
| 2018 | -0.009 | -0.112 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.051 |
| 3 years | -0.111 |
| 5 years | -0.024 |