Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 23 |
| 1 month | -0.050 | 0 | 85 |
| 3 months | -0.015 | 0 | 23 |
| 1 year | 0.138 | 0 | 14 |
| 3 years | 0.036 | 0 | — |
| 5 years | 0.084 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.225 | — |
| 2023 | -0.012 | — |
| 2022 | -0.163 | — |
| 2021 | 0.107 | — |
| 2020 | -0.031 | — |
| 2019 | 0.230 | — |
| 2018 | -0.070 | — |
| 2017 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.060 | 0.076 | 0.061 | 0.012 |
| 2023 | 0.009 | 0.004 | -0.028 | 0.004 |
| 2022 | -0.101 | -0.001 | -0.084 | 0.017 |
| 2021 | 0.049 | 0.036 | 0.032 | -0.013 |
| 2020 | -0.285 | 0.204 | -0.014 | 0.142 |
| 2019 | 0.114 | 0.030 | 0.005 | 0.067 |
| 2018 | -0.024 | -0.031 | 0.009 | -0.026 |
| 2017 | 0.046 | 0.079 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.138 |
| 3 years | 0.036 |
| 5 years | 0.084 |