Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.010 | 0 | 38 |
| 1 month | -0.010 | 0 | 75 |
| 3 months | 0.010 | 0 | 38 |
| 1 year | 0.069 | 0 | 3 |
| 3 years | 0.051 | 0 | 3 |
| 5 years | 0.056 | 0 | 5 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.094 | — |
| 2023 | 0.108 | — |
| 2022 | -0.076 | — |
| 2021 | 0.026 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.034 | 0.013 | 0.029 | 0.015 |
| 2023 | 0.003 | 0.016 | 0.019 | 0.067 |
| 2022 | -0.024 | -0.096 | -0.015 | 0.063 |
| 2021 | 0.009 | 0.012 | 0.005 | 0.000 |
| 2020 | 0.075 | 0.018 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.040 |
| 5 years | 0.049 |