Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.021 | 0 | 60 |
| 1 month | -0.007 | 0 | 56 |
| 3 months | 0.021 | 0 | 60 |
| 1 year | 0.064 | 0 | 40 |
| 3 years | 0.027 | 0 | 58 |
| 5 years | 0.026 | 0 | 69 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.057 | — |
| 2023 | 0.096 | — |
| 2022 | -0.173 | — |
| 2021 | -0.026 | — |
| 2020 | 0.054 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.014 | 0.003 | 0.064 | -0.023 |
| 2023 | 0.018 | 0.016 | -0.029 | 0.091 |
| 2022 | -0.098 | -0.107 | -0.047 | 0.077 |
| 2021 | -0.049 | 0.040 | -0.011 | -0.004 |
| 2020 | -0.118 | 0.112 | 0.024 | 0.049 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.017 |
| 5 years | 0.020 |