Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.074 | 0 | 68 |
| 1 month | -0.078 | 0 | 71 |
| 3 months | -0.074 | 0 | 68 |
| 1 year | -0.056 | 0 | 63 |
| 3 years | 0.015 | 0 | 35 |
| 5 years | 0.123 | 0 | 32 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.107 | — |
| 2023 | 0.123 | — |
| 2022 | -0.203 | — |
| 2021 | 0.252 | — |
| 2020 | 0.262 | — |
| 2019 | 0.347 | — |
| 2018 | -0.162 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.086 | 0.008 | 0.032 | -0.020 |
| 2023 | 0.097 | 0.041 | -0.076 | 0.063 |
| 2022 | -0.122 | -0.121 | -0.004 | 0.037 |
| 2021 | 0.063 | 0.038 | 0.026 | 0.107 |
| 2020 | -0.188 | 0.206 | 0.118 | 0.153 |
| 2019 | 0.159 | 0.051 | 0.045 | 0.059 |
| 2018 | -0.049 | -0.006 | 0.011 | -0.122 |
| 2017 | 0.013 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.106 |
| 3 years | -0.004 |
| 5 years | 0.111 |