Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.071 | 0 | 34 |
| 1 month | -0.075 | 0 | 49 |
| 3 months | -0.071 | 0 | 34 |
| 1 year | 0.031 | 0 | 47 |
| 3 years | 0.089 | 0 | 20 |
| 5 years | 0.196 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.252 | — |
| 2023 | 0.392 | — |
| 2022 | -0.270 | — |
| 2021 | 0.308 | — |
| 2020 | 0.334 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.128 | 0.041 | 0.034 | 0.031 |
| 2023 | 0.147 | 0.120 | -0.039 | 0.128 |
| 2022 | -0.086 | -0.222 | -0.059 | 0.090 |
| 2021 | 0.039 | 0.140 | 0.013 | 0.090 |
| 2020 | -0.159 | 0.284 | 0.119 | 0.105 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.031 |
| 3 years | 0.089 |
| 5 years | 0.196 |