Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.044 | 0 | 1 |
| 1 month | -0.033 | 0 | 58 |
| 3 months | 0.044 | 0 | 1 |
| 1 year | 0.084 | 0 | 26 |
| 3 years | 0.127 | 0 | 23 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.141 | — |
| 2023 | 0.238 | — |
| 2022 | -0.100 | — |
| 2021 | 0.084 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.099 | -0.038 | 0.040 | 0.038 |
| 2023 | 0.064 | 0.064 | 0.030 | 0.061 |
| 2022 | -0.074 | -0.065 | 0.040 | -0.001 |
| 2021 | 0.060 | -0.030 | 0.073 | -0.017 |
| 2020 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.084 |
| 3 years | 0.127 |