Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.045 | 0 | 11 |
| 1 month | -0.012 | 0 | 18 |
| 3 months | 0.045 | 0 | 11 |
| 1 year | 0.079 | 0 | 48 |
| 3 years | 0.051 | 0 | 53 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.054 | — |
| 2023 | 0.055 | — |
| 2022 | 0.006 | — |
| 2021 | 0.172 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.020 | 0.021 | 0.034 | -0.021 |
| 2023 | 0.043 | -0.037 | 0.010 | 0.040 |
| 2022 | 0.007 | -0.036 | -0.068 | 0.112 |
| 2021 | 0.047 | 0.055 | 0.005 | 0.055 |
| 2020 | 0.112 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | 0.030 |