Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.028 | 0 | 34 |
| 1 month | 0.004 | 0 | 29 |
| 3 months | 0.007 | 0 | 46 |
| 1 year | 0.121 | 0 | 50 |
| 3 years | 0.083 | 0 | 5 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.138 | — |
| 2023 | 0.119 | — |
| 2022 | -0.066 | — |
| 2021 | 0.169 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.062 | -0.002 | 0.071 | 0.003 |
| 2023 | 0.038 | 0.033 | -0.027 | 0.072 |
| 2022 | -0.023 | -0.085 | -0.013 | 0.059 |
| 2021 | 0.042 | 0.056 | -0.001 | 0.063 |
| 2020 | 0.027 | 0.043 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.121 |
| 3 years | 0.083 |