Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 77 |
| 1 month | -0.064 | 0 | 34 |
| 3 months | -0.079 | 0 | 77 |
| 1 year | -0.034 | 0 | 65 |
| 3 years | -0.060 | 0 | 99 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.170 | — |
| 2023 | 0.106 | — |
| 2022 | -0.419 | — |
| 2021 | 0.049 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.115 | -0.014 | 0.032 | 0.031 |
| 2023 | 0.092 | 0.020 | -0.065 | 0.062 |
| 2022 | -0.166 | -0.258 | -0.051 | -0.010 |
| 2021 | 0.072 | 0.077 | -0.059 | -0.035 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.060 |