Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.100 | 0 | 81 |
| 1 month | -0.100 | 0 | 76 |
| 3 months | -0.100 | 0 | 81 |
| 1 year | -0.058 | 0 | 89 |
| 3 years | -0.021 | 0 | 96 |
| 5 years | 0.071 | 0 | 96 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.114 | — |
| 2023 | 0.133 | — |
| 2022 | -0.258 | — |
| 2021 | 0.132 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.064 | 0.003 | -0.003 | 0.047 |
| 2023 | 0.053 | 0.037 | -0.056 | 0.100 |
| 2022 | -0.104 | -0.175 | -0.004 | 0.007 |
| 2021 | 0.032 | 0.061 | 0.001 | 0.033 |
| 2020 | 0.198 | 0.088 | 0.137 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.058 |
| 3 years | -0.021 |
| 5 years | 0.071 |