Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.041 | 0 | — |
| 1 month | -0.048 | 0 | — |
| 3 months | -0.041 | 0 | — |
| 1 year | 0.116 | 0 | — |
| 3 years | 0.125 | 0 | — |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.357 | — |
| 2023 | 0.306 | — |
| 2022 | -0.217 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.167 | 0.059 | 0.019 | 0.078 |
| 2023 | 0.120 | 0.065 | -0.024 | 0.122 |
| 2022 | -0.066 | -0.143 | -0.008 | -0.014 |
| 2021 | 0.015 | 0.003 | 0.026 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.116 |
| 3 years | 0.125 |