Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | 85 |
| 1 month | -0.024 | 0 | 98 |
| 3 months | -0.115 | 0 | 73 |
| 1 year | 0.062 | 0 | 67 |
| 3 years | 0.135 | 0 | 23 |
| 5 years | 0.160 | 0 | 13 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.254 | — |
| 2023 | 0.394 | — |
| 2022 | -0.269 | — |
| 2021 | 0.310 | — |
| 2020 | 0.336 | — |
| 2019 | 0.286 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.129 | 0.041 | 0.035 | 0.031 |
| 2023 | 0.147 | 0.120 | -0.038 | 0.129 |
| 2022 | -0.085 | -0.222 | -0.058 | 0.091 |
| 2021 | 0.039 | 0.141 | 0.013 | 0.091 |
| 2020 | -0.159 | 0.284 | 0.119 | 0.105 |
| 2019 | 0.133 | 0.037 | -0.012 | 0.108 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.062 |
| 3 years | 0.135 |
| 5 years | 0.160 |