Performance
Trailing returns
Period | Return | Category | Rank |
---|---|---|---|
ytd | -0.033 | 0 | 98 |
1 month | -0.042 | 0 | 98 |
3 months | -0.033 | 0 | 98 |
1 year | 0.037 | 0 | 59 |
3 years | 0.040 | 0 | 13 |
5 years | 0 | 0 | — |
10 years | 0 | 0 | — |
Annual total returns
Year | Return | Category |
---|---|---|
2024 | 0.137 | — |
2023 | 0.138 | — |
2022 | -0.155 | — |
2021 | — | — |
Quarterly total returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0.060 | 0.034 | 0.036 | 0.001 |
2023 | 0.067 | 0.024 | -0.043 | 0.089 |
2022 | -0.061 | -0.114 | -0.038 | 0.056 |
2021 | 0.007 | 0.022 | — | — |
Load adjusted returns
Year | Return |
---|---|
1 year | -0.015 |
3 years | 0.023 |