Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 91 |
| 1 month | 0.023 | 0 | 27 |
| 3 months | -0.078 | 0 | 90 |
| 1 year | -0.053 | 0 | 90 |
| 3 years | -0.030 | 0 | 71 |
| 5 years | 0.036 | 0 | 85 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.011 | — |
| 2023 | 0.122 | — |
| 2022 | -0.393 | — |
| 2021 | 0.087 | — |
| 2020 | 0.715 | — |
| 2019 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.026 | -0.002 | 0.006 | -0.019 |
| 2023 | 0.080 | 0.008 | -0.079 | 0.118 |
| 2022 | -0.248 | -0.173 | -0.133 | 0.126 |
| 2021 | 0.017 | 0.021 | 0.013 | 0.034 |
| 2020 | -0.118 | 0.325 | 0.162 | 0.262 |
| 2019 | 0.004 | 0.104 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.100 |
| 3 years | -0.046 |
| 5 years | 0.025 |