Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.033 | 0 | 78 |
| 1 month | -0.043 | 0 | 98 |
| 3 months | -0.061 | 0 | 72 |
| 1 year | 0.056 | 0 | 90 |
| 3 years | 0.087 | 0 | 9 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.146 | — |
| 2023 | 0.102 | — |
| 2022 | -0.008 | — |
| 2021 | 0.094 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.073 | 0.002 | 0.067 | 0.000 |
| 2023 | 0.043 | 0.009 | -0.033 | 0.083 |
| 2022 | -0.041 | -0.062 | -0.005 | 0.110 |
| 2021 | 0.041 | 0.038 | -0.009 | 0.021 |
| 2020 | 0.035 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.087 |