Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.133 | 0 | 61 |
| 1 month | -0.038 | 0 | 86 |
| 3 months | -0.162 | 0 | 48 |
| 1 year | -0.022 | 0 | 81 |
| 3 years | 0.059 | 0 | 77 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.210 | — |
| 2023 | 0.172 | — |
| 2022 | -0.156 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.113 | 0.008 | -0.010 | 0.089 |
| 2023 | 0.050 | 0.044 | -0.010 | 0.080 |
| 2022 | -0.084 | -0.112 | 0.044 | -0.006 |
| 2021 | 0.086 | 0.029 | 0.060 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.022 |
| 3 years | 0.059 |