Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.120 | 0 | 95 |
| 1 month | -0.117 | 0 | 100 |
| 3 months | -0.120 | 0 | 95 |
| 1 year | -0.034 | 0 | 46 |
| 3 years | 0.057 | 0 | 13 |
| 5 years | 0.141 | 0 | 14 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.236 | — |
| 2023 | 0.297 | — |
| 2022 | -0.252 | — |
| 2021 | 0.290 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.126 | 0.040 | -0.017 | 0.073 |
| 2023 | 0.104 | 0.067 | -0.023 | 0.127 |
| 2022 | -0.107 | -0.138 | -0.039 | 0.010 |
| 2021 | 0.085 | 0.088 | -0.004 | 0.096 |
| 2020 | 0.196 | 0.082 | 0.099 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | 0.057 |
| 5 years | 0.141 |