Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.141 | 0 | 86 |
| 1 month | -0.088 | 0 | 81 |
| 3 months | -0.141 | 0 | 86 |
| 1 year | -0.175 | 0 | 99 |
| 3 years | -0.058 | 0 | 92 |
| 5 years | 0.096 | 0 | 87 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.020 | — |
| 2023 | 0.232 | — |
| 2022 | -0.289 | — |
| 2021 | 0.147 | — |
| 2020 | 0.346 | — |
| 2019 | 0.327 | — |
| 2018 | -0.077 | — |
| 2017 | 0.255 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.061 | -0.058 | 0.037 | -0.017 |
| 2023 | 0.043 | 0.110 | -0.073 | 0.147 |
| 2022 | -0.081 | -0.246 | -0.055 | 0.086 |
| 2021 | 0.064 | 0.048 | -0.004 | 0.031 |
| 2020 | -0.251 | 0.295 | 0.093 | 0.270 |
| 2019 | 0.182 | 0.066 | -0.055 | 0.115 |
| 2018 | 0.038 | 0.064 | 0.086 | -0.230 |
| 2017 | 0.061 | 0.054 | 0.072 | 0.047 |
| 2016 | 0.088 | 0.089 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.175 |
| 3 years | -0.058 |
| 5 years | 0.096 |