Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.144 | 0 | 81 |
| 1 month | -0.087 | 0 | 74 |
| 3 months | -0.147 | 0 | 74 |
| 1 year | -0.020 | 0 | 81 |
| 3 years | 0.180 | 0 | 4 |
| 5 years | 0.239 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.184 | — |
| 2023 | 0.421 | — |
| 2022 | 0.069 | — |
| 2021 | 0.430 | — |
| 2020 | 0.318 | — |
| 2019 | 0.168 | — |
| 2018 | 0.031 | — |
| 2017 | 0.440 | — |
| 2016 | 0.107 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.037 | 0.092 | 0.099 | -0.048 |
| 2023 | -0.015 | 0.137 | 0.091 | 0.163 |
| 2022 | -0.019 | -0.065 | 0.137 | 0.024 |
| 2021 | 0.137 | 0.134 | 0.092 | 0.016 |
| 2020 | -0.242 | 0.205 | 0.162 | 0.240 |
| 2019 | 0.063 | 0.007 | 0.014 | 0.076 |
| 2018 | -0.049 | 0.068 | -0.001 | 0.016 |
| 2017 | 0.170 | 0.059 | 0.020 | 0.140 |
| 2016 | -0.005 | 0.082 | 0.084 | -0.050 |
| 2015 | -0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.020 |
| 3 years | 0.180 |
| 5 years | 0.239 |