Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | — |
| 1 month | -0.034 | 0 | — |
| 3 months | -0.039 | 0 | — |
| 1 year | 0.040 | 0 | — |
| 3 years | 0.055 | 0 | — |
| 5 years | 0.149 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.184 | — |
| 2023 | 0.196 | — |
| 2022 | -0.186 | — |
| 2021 | 0.246 | — |
| 2020 | 0.093 | — |
| 2019 | 0.253 | — |
| 2018 | -0.097 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.094 | 0.042 | 0.030 | 0.009 |
| 2023 | 0.067 | 0.063 | -0.030 | 0.087 |
| 2022 | -0.057 | -0.132 | -0.052 | 0.049 |
| 2021 | 0.085 | 0.060 | 0.003 | 0.081 |
| 2020 | -0.245 | 0.227 | 0.062 | 0.111 |
| 2019 | 0.134 | 0.022 | -0.009 | 0.092 |
| 2018 | -0.034 | 0.028 | 0.046 | -0.131 |
| 2017 | 0.043 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.038 |
| 3 years | 0.055 |
| 5 years | 0.148 |