Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.138 | 0 | 86 |
| 1 month | -0.013 | 0 | 13 |
| 3 months | -0.150 | 0 | 62 |
| 1 year | 0.032 | 0 | 26 |
| 3 years | 0.082 | 0 | 15 |
| 5 years | 0.108 | 0 | 20 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.318 | — |
| 2023 | 0.348 | — |
| 2022 | -0.304 | — |
| 2021 | 0.245 | — |
| 2020 | 0.221 | — |
| 2019 | 0.341 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.130 | 0.070 | -0.009 | 0.101 |
| 2023 | 0.122 | 0.107 | -0.001 | 0.086 |
| 2022 | -0.113 | -0.160 | -0.007 | -0.059 |
| 2021 | 0.031 | 0.090 | 0.021 | 0.085 |
| 2020 | -0.146 | 0.224 | 0.084 | 0.078 |
| 2019 | 0.168 | 0.048 | 0.029 | 0.064 |
| 2018 | 0.049 | -0.160 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.074 |
| 5 years | 0.104 |