Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.038 | 0 | 26 |
| 1 month | -0.061 | 0 | 28 |
| 3 months | -0.038 | 0 | 26 |
| 1 year | 0.065 | 0 | 24 |
| 3 years | 0.105 | 0 | 10 |
| 5 years | 0.218 | 0 | 8 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.179 | — |
| 2023 | 0.438 | — |
| 2022 | -0.224 | — |
| 2021 | 0.225 | — |
| 2020 | 0.461 | — |
| 2019 | 0.456 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.065 | 0.052 | 0.049 | 0.003 |
| 2023 | 0.190 | 0.060 | -0.026 | 0.170 |
| 2022 | -0.062 | -0.181 | -0.056 | 0.070 |
| 2021 | 0.098 | 0.068 | -0.012 | 0.058 |
| 2020 | -0.155 | 0.296 | 0.089 | 0.225 |
| 2019 | 0.180 | 0.041 | 0.042 | 0.138 |
| 2018 | 0.017 | 0.057 | -0.122 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.012 |
| 3 years | 0.086 |
| 5 years | 0.206 |