Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.023 | 0 | 51 |
| 1 month | 0.015 | 0 | 61 |
| 3 months | -0.073 | 0 | 68 |
| 1 year | 0.147 | 0 | 9 |
| 3 years | 0.143 | 0 | 5 |
| 5 years | 0.170 | 0 | 1 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.301 | — |
| 2023 | 0.210 | — |
| 2022 | -0.200 | — |
| 2021 | 0.198 | — |
| 2020 | 0.458 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.138 | 0.074 | 0.035 | 0.028 |
| 2023 | 0.050 | 0.083 | -0.035 | 0.103 |
| 2022 | -0.088 | -0.157 | -0.051 | 0.097 |
| 2021 | 0.005 | 0.082 | 0.021 | 0.079 |
| 2020 | -0.110 | 0.241 | 0.134 | 0.163 |
| 2019 | -0.014 | 0.105 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.147 |
| 3 years | 0.143 |
| 5 years | 0.170 |