Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.091 | 0 | 70 |
| 1 month | -0.092 | 0 | 61 |
| 3 months | -0.091 | 0 | 70 |
| 1 year | -0.033 | 0 | 79 |
| 3 years | 0.033 | 0 | 60 |
| 5 years | 0.139 | 0 | 21 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.169 | — |
| 2023 | 0.171 | — |
| 2022 | -0.201 | — |
| 2021 | 0.356 | — |
| 2020 | 0.243 | — |
| 2019 | 0.368 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.099 | 0.034 | 0.001 | 0.027 |
| 2023 | 0.074 | 0.053 | -0.040 | 0.077 |
| 2022 | -0.099 | -0.113 | -0.016 | 0.017 |
| 2021 | 0.069 | 0.095 | 0.040 | 0.113 |
| 2020 | -0.128 | 0.246 | 0.064 | 0.075 |
| 2019 | 0.160 | 0.039 | 0.049 | 0.082 |
| 2018 | 0.050 | -0.132 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | 0.033 |
| 5 years | 0.139 |