Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.003 | 0 | 21 |
| 1 month | -0.058 | 0 | 21 |
| 3 months | 0.003 | 0 | 21 |
| 1 year | -0.043 | 0 | 48 |
| 3 years | 0.003 | 0 | 52 |
| 5 years | 0.074 | 0 | 48 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.040 | — |
| 2023 | 0.005 | — |
| 2022 | -0.084 | — |
| 2021 | 0.261 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.090 | -0.025 | 0.021 | -0.042 |
| 2023 | -0.010 | 0.023 | -0.031 | 0.024 |
| 2022 | -0.049 | -0.066 | -0.022 | 0.054 |
| 2021 | 0.036 | 0.101 | 0.028 | 0.075 |
| 2020 | 0.109 | 0.025 | 0.041 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.043 |
| 3 years | 0.003 |
| 5 years | 0.074 |