Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 22 |
| 1 month | -0.050 | 0 | 9 |
| 3 months | -0.055 | 0 | 22 |
| 1 year | 0.015 | 0 | 34 |
| 3 years | 0.037 | 0 | 56 |
| 5 years | 0.130 | 0 | 55 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.178 | — |
| 2023 | 0.452 | — |
| 2022 | -0.385 | — |
| 2021 | 0.146 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.097 | 0.138 | 0.023 | -0.078 |
| 2023 | 0.181 | 0.147 | -0.053 | 0.133 |
| 2022 | -0.108 | -0.268 | -0.074 | 0.018 |
| 2021 | 0.011 | 0.107 | -0.023 | 0.047 |
| 2020 | 0.252 | 0.150 | 0.120 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.015 |
| 3 years | 0.037 |
| 5 years | 0.130 |