Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.027 | 0 | 97 |
1 month | -0.053 | 0 | 100 |
3 months | -0.027 | 0 | 97 |
1 year | 0.039 | 0 | 54 |
3 years | 0.055 | 0 | 4 |
5 years | 0 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.145 | — |
2023 | 0.151 | — |
2022 | -0.141 | — |
2021 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.072 | 0.013 | 0.027 | 0.027 |
2023 | 0.040 | 0.027 | 0 | 0.078 |
2022 | -0.062 | -0.087 | -0.017 | 0.020 |
2021 | 0.061 | — | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | 0.008 |
3 years | 0.045 |