Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 21 |
| 1 month | -0.092 | 0 | 39 |
| 3 months | -0.082 | 0 | 21 |
| 1 year | 0.076 | 0 | 18 |
| 3 years | 0.090 | 0 | 35 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.323 | — |
| 2023 | 0.216 | — |
| 2022 | -0.154 | — |
| 2021 | 0.355 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.129 | 0.048 | 0.020 | 0.097 |
| 2023 | 0.056 | 0.080 | -0.004 | 0.070 |
| 2022 | -0.034 | -0.116 | 0.013 | -0.021 |
| 2021 | 0.099 | 0.075 | 0.024 | 0.120 |
| 2020 | 0.044 | 0.082 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.044 |
| 3 years | 0.079 |