Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.073 | 0 | 76 |
| 1 month | -0.079 | 0 | 71 |
| 3 months | -0.073 | 0 | 76 |
| 1 year | -0.012 | 0 | 67 |
| 3 years | 0.023 | 0 | 59 |
| 5 years | 0 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.178 | — |
| 2023 | 0.154 | — |
| 2022 | -0.219 | — |
| 2021 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.106 | 0.028 | 0.006 | 0.030 |
| 2023 | 0.045 | 0.054 | -0.030 | 0.080 |
| 2022 | -0.080 | -0.143 | -0.005 | -0.004 |
| 2021 | 0.056 | 0.013 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.012 |
| 3 years | 0.023 |