Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.077 | 0 | 10 |
| 1 month | 0.014 | 0 | 14 |
| 3 months | 0.077 | 0 | 10 |
| 1 year | 0.097 | 0 | 52 |
| 3 years | 0.037 | 0 | 65 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.026 | — |
| 2023 | 0.103 | — |
| 2022 | -0.107 | — |
| 2021 | 0.149 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.008 | 0.021 | 0.091 | -0.085 |
| 2023 | 0.062 | -0.010 | -0.032 | 0.084 |
| 2022 | -0.023 | -0.108 | -0.147 | 0.202 |
| 2021 | 0.053 | 0.057 | -0.024 | 0.056 |
| 2020 | 0.176 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.064 |
| 3 years | 0.026 |