Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 90 |
| 1 month | -0.020 | 0 | 73 |
| 3 months | -0.006 | 0 | 88 |
| 1 year | 0.123 | 0 | 49 |
| 3 years | 0.016 | 0 | 83 |
| 5 years | 0.027 | 0 | 88 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.114 | — |
| 2023 | 0.052 | — |
| 2022 | -0.257 | — |
| 2021 | 0.126 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.042 | 0.023 | 0.041 | 0.004 |
| 2023 | -0.001 | 0.000 | -0.033 | 0.089 |
| 2022 | -0.151 | -0.130 | -0.058 | 0.068 |
| 2021 | 0.039 | 0.039 | 0.042 | 0.002 |
| 2020 | 0.151 | 0.031 | 0.159 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.123 |
| 3 years | 0.016 |
| 5 years | 0.027 |