Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.037 | 0 | 91 |
| 1 month | -0.046 | 0 | 89 |
| 3 months | -0.037 | 0 | 91 |
| 1 year | 0.001 | 0 | 86 |
| 3 years | -0.020 | 0 | 96 |
| 5 years | 0.025 | 0 | 91 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.077 | — |
| 2023 | 0.016 | — |
| 2022 | -0.159 | — |
| 2021 | 0.039 | — |
| 2020 | 0.037 | — |
| 2019 | 0.109 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.036 | 0.017 | -0.014 | 0.036 |
| 2023 | 0.016 | -0.022 | 0.003 | 0.019 |
| 2022 | -0.060 | -0.103 | 0.003 | -0.005 |
| 2021 | 0.004 | 0.033 | 0.002 | 0.000 |
| 2020 | -0.156 | 0.128 | 0.013 | 0.076 |
| 2019 | 0.045 | 0.031 | 0.011 | 0.019 |
| 2018 | 0.008 | -0.060 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | -0.020 |
| 5 years | 0.025 |