Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.033 | 0 | 60 |
| 1 month | 0.013 | 0 | 48 |
| 3 months | 0.034 | 0 | 22 |
| 1 year | 0.074 | 0 | 55 |
| 3 years | 0.010 | 0 | 83 |
| 5 years | 0.055 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.042 | — |
| 2023 | 0.036 | — |
| 2022 | -0.249 | — |
| 2021 | -0.017 | — |
| 2020 | 0.382 | — |
| 2019 | 0.218 | — |
| 2018 | -0.143 | — |
| 2017 | 0.454 | — |
| 2016 | 0.052 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.003 | 0.010 | 0.122 | -0.083 |
| 2023 | 0.043 | 0.013 | -0.055 | 0.037 |
| 2022 | -0.117 | -0.108 | -0.120 | 0.083 |
| 2021 | 0.004 | 0.059 | -0.044 | -0.033 |
| 2020 | -0.214 | 0.285 | 0.097 | 0.248 |
| 2019 | 0.121 | 0.005 | -0.022 | 0.106 |
| 2018 | 0.022 | -0.059 | -0.061 | -0.053 |
| 2017 | 0.120 | 0.085 | 0.102 | 0.086 |
| 2016 | 0.005 | 0.035 | 0.073 | -0.057 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.074 |
| 3 years | 0.010 |
| 5 years | 0.055 |