Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 76 |
| 1 month | -0.044 | 0 | 80 |
| 3 months | -0.028 | 0 | 76 |
| 1 year | 0.032 | 0 | 43 |
| 3 years | 0.008 | 0 | 76 |
| 5 years | 0.045 | 0 | 65 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.095 | — |
| 2023 | 0.094 | — |
| 2022 | -0.163 | — |
| 2021 | 0.106 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.032 | 0.004 | 0.044 | 0.013 |
| 2023 | 0.016 | 0.010 | -0.017 | 0.084 |
| 2022 | -0.050 | -0.086 | -0.043 | 0.006 |
| 2021 | 0.044 | 0.019 | 0.012 | 0.026 |
| 2020 | 0.084 | 0.023 | 0.043 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.008 |
| 5 years | 0.045 |