Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.064 | 0 | 17 |
| 1 month | -0.030 | 0 | 17 |
| 3 months | 0.064 | 0 | 17 |
| 1 year | 0.096 | 0 | 8 |
| 3 years | 0.093 | 0 | 9 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.115 | — |
| 2023 | 0.183 | — |
| 2022 | -0.119 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.081 | 0.023 | 0.038 | -0.030 |
| 2023 | 0.106 | 0.027 | -0.010 | 0.052 |
| 2022 | -0.055 | -0.078 | -0.063 | 0.079 |
| 2021 | 0.066 | 0.002 | 0.083 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.063 |
| 3 years | 0.082 |