Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.111 | 0 | 78 |
| 1 month | -0.037 | 0 | 62 |
| 3 months | -0.151 | 0 | 83 |
| 1 year | -0.041 | 0 | 76 |
| 3 years | -0.014 | 0 | 87 |
| 5 years | 0.048 | 0 | 90 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.106 | — |
| 2023 | 0.081 | — |
| 2022 | -0.171 | — |
| 2021 | 0.162 | — |
| 2020 | 0.145 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.060 | -0.014 | 0.010 | 0.048 |
| 2023 | 0.046 | 0.017 | -0.032 | 0.050 |
| 2022 | -0.058 | -0.114 | -0.012 | 0.005 |
| 2021 | 0.073 | 0.046 | -0.005 | 0.040 |
| 2020 | -0.164 | 0.165 | 0.048 | 0.122 |
| 2019 | 0.000 | 0.061 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.060 |
| 3 years | -0.021 |
| 5 years | 0.044 |