Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 51 |
| 1 month | -0.055 | 0 | 62 |
| 3 months | -0.030 | 0 | 51 |
| 1 year | -0.001 | 0 | 84 |
| 3 years | 0.028 | 0 | 54 |
| 5 years | 0.061 | 0 | 84 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.103 | — |
| 2023 | 0.131 | — |
| 2022 | -0.153 | — |
| 2021 | 0.092 | — |
| 2020 | 0.053 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.071 | 0.016 | 0.022 | -0.008 |
| 2023 | 0.055 | 0.020 | -0.034 | 0.088 |
| 2022 | -0.058 | -0.080 | -0.041 | 0.019 |
| 2021 | 0.032 | 0.028 | 0.011 | 0.018 |
| 2020 | -0.124 | 0.084 | 0.039 | 0.067 |
| 2019 | 0.035 | 0.025 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.028 |
| 5 years | 0.061 |