Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.003 | 0 | 64 |
1 month | -0.023 | 0 | 39 |
3 months | -0.003 | 0 | 64 |
1 year | 0.090 | 0 | 60 |
3 years | 0.055 | 0 | 76 |
5 years | 0 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.171 | — |
2023 | 0.097 | — |
2022 | -0.150 | — |
2021 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.070 | 0.009 | 0.070 | 0.013 |
2023 | 0.046 | 0.013 | -0.031 | 0.069 |
2022 | -0.073 | -0.109 | -0.016 | 0.047 |
2021 | 0.050 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.090 |
3 years | 0.055 |