Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.124 | 0 | 44 |
| 1 month | -0.151 | 0 | 85 |
| 3 months | -0.124 | 0 | 44 |
| 1 year | 0.228 | 0 | 6 |
| 3 years | 0.200 | 0 | 1 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.649 | — |
| 2023 | 0.770 | — |
| 2022 | -0.521 | — |
| 2021 | 0.152 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.176 | 0.076 | 0.013 | 0.286 |
| 2023 | 0.183 | 0.280 | -0.036 | 0.213 |
| 2022 | -0.291 | -0.192 | -0.033 | -0.136 |
| 2021 | 0.269 | 0.152 | -0.057 | -0.165 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.191 |
| 3 years | 0.188 |