Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.030 | 0 | 23 |
| 1 month | -0.019 | 0 | 28 |
| 3 months | -0.030 | 0 | 20 |
| 1 year | -0.056 | 0 | 28 |
| 3 years | 0.030 | 0 | 20 |
| 5 years | 0.035 | 0 | 44 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | 0.018 | — |
| 2022 | 0.157 | — |
| 2021 | -0.033 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.086 | 0.034 | -0.057 | 0.027 |
| 2023 | -0.049 | 0.070 | 0.032 | -0.031 |
| 2022 | 0.088 | 0.067 | 0.055 | -0.056 |
| 2021 | 0.010 | 0.001 | -0.027 | -0.017 |
| 2020 | -0.032 | -0.014 | 0.025 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.056 |
| 3 years | 0.030 |
| 5 years | 0.035 |