Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.152 | 0 | 3 |
| 1 month | 0.060 | 0 | 21 |
| 3 months | 0.104 | 0 | 1 |
| 1 year | 0.202 | 0 | 9 |
| 3 years | 0.174 | 0 | 2 |
| 5 years | 0.129 | 0 | 12 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.072 | — |
| 2023 | 0.283 | — |
| 2022 | -0.152 | — |
| 2021 | 0.003 | — |
| 2020 | 0.208 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.076 | -0.048 | 0.087 | -0.037 |
| 2023 | 0.085 | 0.063 | 0.005 | 0.107 |
| 2022 | -0.092 | -0.125 | -0.024 | 0.093 |
| 2021 | 0.013 | -0.016 | 0.046 | -0.038 |
| 2020 | -0.162 | 0.166 | 0.143 | 0.082 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.140 |
| 3 years | 0.154 |
| 5 years | 0.117 |