Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.011 | 0 | 18 |
| 1 month | -0.015 | 0 | 24 |
| 3 months | -0.036 | 0 | 19 |
| 1 year | 0.024 | 0 | 31 |
| 3 years | 0.002 | 0 | 69 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.087 | — |
| 2023 | -0.024 | — |
| 2022 | -0.142 | — |
| 2021 | -0.036 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.021 | 0.056 | 0.032 | -0.023 |
| 2023 | 0.012 | -0.037 | -0.010 | 0.012 |
| 2022 | -0.073 | -0.035 | -0.067 | 0.029 |
| 2021 | 0.020 | 0.051 | -0.077 | -0.027 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.024 |
| 3 years | 0.002 |