Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 14 |
| 1 month | -0.033 | 0 | 14 |
| 3 months | -0.010 | 0 | 14 |
| 1 year | 0.101 | 0 | 2 |
| 3 years | 0.108 | 0 | 2 |
| 5 years | 0.144 | 0 | 2 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.214 | — |
| 2023 | 0.148 | — |
| 2022 | -0.062 | — |
| 2021 | 0.081 | — |
| 2020 | 0.206 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.091 | 0.023 | 0.051 | 0.034 |
| 2023 | 0.052 | 0.022 | -0.002 | 0.070 |
| 2022 | -0.048 | -0.101 | 0.003 | 0.092 |
| 2021 | 0.045 | 0.038 | -0.002 | -0.001 |
| 2020 | -0.139 | 0.184 | 0.054 | 0.123 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.101 |
| 3 years | 0.108 |
| 5 years | 0.144 |