Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.097 | 0 | 74 |
| 1 month | -0.040 | 0 | 77 |
| 3 months | -0.129 | 0 | 75 |
| 1 year | 0.035 | 0 | 41 |
| 3 years | 0.057 | 0 | 53 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.243 | — |
| 2023 | 0.178 | — |
| 2022 | -0.152 | — |
| 2021 | 0.291 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.100 | 0.047 | 0.018 | 0.060 |
| 2023 | 0.057 | 0.061 | -0.008 | 0.059 |
| 2022 | -0.031 | -0.111 | -0.009 | -0.007 |
| 2021 | 0.104 | 0.059 | 0.016 | 0.086 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.035 |
| 3 years | 0.057 |