Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.016 | 0 | 78 |
| 1 month | -0.030 | 0 | 83 |
| 3 months | -0.016 | 0 | 78 |
| 1 year | 0.050 | 0 | 32 |
| 3 years | 0.063 | 0 | 17 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.159 | — |
| 2023 | 0.084 | — |
| 2022 | -0.076 | — |
| 2021 | 0.155 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.085 | 0.028 | 0.009 | 0.029 |
| 2023 | 0.032 | 0.014 | 0.001 | 0.034 |
| 2022 | -0.050 | -0.033 | 0.008 | -0.003 |
| 2021 | 0.057 | 0.040 | 0.003 | 0.048 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.041 |