Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 41 |
| 1 month | 0.086 | 0 | 42 |
| 3 months | -0.045 | 0 | 41 |
| 1 year | 0.033 | 0 | 44 |
| 3 years | 0.087 | 0 | 20 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.152 | — |
| 2023 | 0.229 | — |
| 2022 | -0.091 | — |
| 2021 | 0.254 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.064 | 0.125 | 0.018 | -0.056 |
| 2023 | -0.033 | 0.127 | 0.019 | 0.107 |
| 2022 | -0.043 | -0.103 | 0.045 | 0.014 |
| 2021 | 0.055 | 0.053 | 0.133 | -0.003 |
| 2020 | 0.182 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.087 |