Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.109 | 0 | 99 |
| 1 month | -0.073 | 0 | 96 |
| 3 months | -0.109 | 0 | 99 |
| 1 year | -0.133 | 0 | 99 |
| 3 years | -0.026 | 0 | 87 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.039 | — |
| 2023 | 0.164 | — |
| 2022 | -0.256 | — |
| 2021 | 0.267 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.068 | 0.008 | 0.049 | -0.080 |
| 2023 | 0.103 | 0.017 | -0.078 | 0.125 |
| 2022 | -0.134 | -0.176 | -0.054 | 0.101 |
| 2021 | 0.033 | 0.100 | -0.008 | 0.124 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.133 |
| 3 years | -0.026 |