Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 20 |
| 1 month | -0.038 | 0 | 15 |
| 3 months | -0.019 | 0 | 20 |
| 1 year | 0.057 | 0 | 27 |
| 3 years | 0.031 | 0 | 56 |
| 5 years | 0.138 | 0 | 56 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.187 | — |
| 2023 | 0.281 | — |
| 2022 | -0.387 | — |
| 2021 | 0.162 | — |
| 2020 | 0.541 | — |
| 2019 | 0.457 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.101 | 0.053 | 0.035 | -0.011 |
| 2023 | 0.163 | 0.037 | -0.065 | 0.136 |
| 2022 | -0.167 | -0.243 | -0.142 | 0.132 |
| 2021 | 0.018 | 0.080 | -0.024 | 0.083 |
| 2020 | -0.144 | 0.303 | 0.114 | 0.240 |
| 2019 | 0.187 | -0.005 | 0.058 | 0.166 |
| 2018 | -0.048 | -0.109 | -0.190 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.057 |
| 3 years | 0.031 |
| 5 years | 0.138 |