Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.075 | 0 | 90 |
| 1 month | -0.070 | 0 | 91 |
| 3 months | -0.075 | 0 | 90 |
| 1 year | 0.001 | 0 | 89 |
| 3 years | 0.057 | 0 | 74 |
| 5 years | 0.165 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.209 | — |
| 2023 | 0.275 | — |
| 2022 | -0.199 | — |
| 2021 | 0.273 | — |
| 2020 | 0.220 | — |
| 2019 | 0.299 | — |
| 2018 | -0.026 | — |
| 2017 | 0.206 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.117 | 0.061 | 0.031 | -0.012 |
| 2023 | 0.049 | 0.079 | -0.010 | 0.138 |
| 2022 | -0.034 | -0.175 | -0.074 | 0.085 |
| 2021 | 0.064 | 0.103 | -0.016 | 0.103 |
| 2020 | -0.175 | 0.194 | 0.128 | 0.098 |
| 2019 | 0.112 | 0.065 | 0.020 | 0.075 |
| 2018 | -0.005 | 0.018 | 0.081 | -0.110 |
| 2017 | 0.059 | 0.026 | 0.046 | 0.062 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.057 |
| 5 years | 0.165 |