Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 93 |
| 1 month | -0.070 | 0 | 95 |
| 3 months | -0.055 | 0 | 93 |
| 1 year | 0.009 | 0 | 79 |
| 3 years | 0.041 | 0 | 20 |
| 5 years | 0.065 | 0 | 41 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.171 | — |
| 2023 | 0.161 | — |
| 2022 | -0.202 | — |
| 2021 | 0.184 | — |
| 2020 | 0.038 | — |
| 2019 | 0.283 | — |
| 2018 | -0.089 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.096 | 0.032 | 0.003 | 0.031 |
| 2023 | 0.041 | 0.045 | -0.014 | 0.082 |
| 2022 | -0.092 | -0.097 | -0.018 | -0.008 |
| 2021 | 0.011 | 0.062 | 0.019 | 0.082 |
| 2020 | -0.081 | 0.080 | 0.029 | 0.017 |
| 2019 | 0.137 | 0.039 | 0.046 | 0.038 |
| 2018 | -0.055 | 0.057 | 0.051 | -0.132 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.044 |
| 3 years | 0.023 |
| 5 years | 0.054 |