Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | — |
| 1 month | 0.105 | 0 | — |
| 3 months | -0.071 | 0 | — |
| 1 year | 0.043 | 0 | — |
| 3 years | 0.157 | 0 | — |
| 5 years | 0.247 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.276 | — |
| 2023 | 0.271 | — |
| 2022 | 0.007 | — |
| 2021 | 0.302 | — |
| 2020 | 0.145 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.137 | 0.180 | 0.079 | -0.119 |
| 2023 | -0.103 | 0.159 | 0.031 | 0.185 |
| 2022 | -0.022 | -0.110 | 0.163 | -0.005 |
| 2021 | 0.051 | 0.127 | 0.102 | -0.001 |
| 2020 | -0.251 | 0.209 | 0.050 | 0.203 |
| 2019 | -0.033 | 0.006 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.043 |
| 3 years | 0.157 |
| 5 years | 0.247 |