Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.059 | 0 | 56 |
| 1 month | -0.080 | 0 | 68 |
| 3 months | -0.059 | 0 | 56 |
| 1 year | 0.069 | 0 | 20 |
| 3 years | 0.085 | 0 | 15 |
| 5 years | 0.163 | 0 | 15 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.264 | — |
| 2023 | 0.193 | — |
| 2022 | -0.129 | — |
| 2021 | 0.316 | — |
| 2020 | 0.054 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.113 | 0.034 | 0.021 | 0.075 |
| 2023 | 0.058 | 0.063 | -0.006 | 0.067 |
| 2022 | -0.031 | -0.108 | 0.001 | 0.007 |
| 2021 | 0.099 | 0.067 | 0.022 | 0.098 |
| 2020 | -0.192 | 0.166 | 0.033 | 0.084 |
| 2019 | 0.025 | 0.050 | 0.054 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | 0.085 |
| 5 years | 0.163 |