Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.085 | 0 | 77 |
1 month | -0.111 | 0 | 96 |
3 months | -0.085 | 0 | 77 |
1 year | 0.065 | 0 | 7 |
3 years | 0.044 | 0 | 43 |
5 years | 0.131 | 0 | 18 |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.285 | — |
2023 | 0.314 | — |
2022 | -0.397 | — |
2021 | 0.046 | — |
2020 | 0.968 | — |
2019 | 0.307 | — |
2018 | 0.040 | — |
2017 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.104 | 0.038 | -0.012 | 0.136 |
2023 | 0.137 | 0.065 | -0.046 | 0.138 |
2022 | -0.183 | -0.244 | 0.033 | -0.056 |
2021 | -0.053 | 0.170 | -0.033 | -0.024 |
2020 | 0.037 | 0.422 | 0.172 | 0.139 |
2019 | 0.137 | 0.055 | -0.034 | 0.129 |
2018 | 0.001 | 0.200 | 0.015 | -0.147 |
2017 | 0.057 | 0.071 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.065 |
3 years | 0.044 |
5 years | 0.131 |