Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.105 | 0 | 39 |
| 1 month | -0.092 | 0 | 39 |
| 3 months | -0.105 | 0 | 39 |
| 1 year | 0.022 | 0 | 34 |
| 3 years | 0.069 | 0 | 46 |
| 5 years | 0.137 | 0 | 51 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.326 | — |
| 2023 | 0.173 | — |
| 2022 | -0.165 | — |
| 2021 | 0.157 | — |
| 2020 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.162 | 0.043 | -0.012 | 0.107 |
| 2023 | 0.066 | 0.053 | -0.038 | 0.085 |
| 2022 | -0.048 | -0.164 | 0.054 | -0.004 |
| 2021 | 0.023 | 0.058 | -0.012 | 0.082 |
| 2020 | 0.230 | 0.061 | 0.084 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.022 |
| 3 years | 0.069 |
| 5 years | 0.137 |