Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 47 |
| 1 month | -0.036 | 0 | 76 |
| 3 months | 0.008 | 0 | 47 |
| 1 year | 0.038 | 0 | 47 |
| 3 years | 0.014 | 0 | 63 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.104 | — |
| 2023 | 0.062 | — |
| 2022 | -0.159 | — |
| 2021 | 0.163 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.073 | 0.018 | 0.014 | -0.002 |
| 2023 | 0.039 | 0.019 | -0.018 | 0.022 |
| 2022 | -0.046 | -0.107 | -0.036 | 0.025 |
| 2021 | 0.058 | 0.058 | -0.012 | 0.052 |
| 2020 | 0.052 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.033 |
| 3 years | -0.009 |