Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.138 | 0 | 100 |
| 1 month | -0.045 | 0 | 100 |
| 3 months | -0.157 | 0 | 100 |
| 1 year | -0.166 | 0 | 100 |
| 3 years | -0.062 | 0 | 100 |
| 5 years | -0.023 | 0 | 100 |
| 10 years | -0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.037 | — |
| 2023 | -0.005 | — |
| 2022 | -0.127 | — |
| 2021 | 0.016 | — |
| 2020 | 0.006 | — |
| 2019 | 0.090 | — |
| 2018 | -0.072 | — |
| 2017 | 0.042 | — |
| 2016 | 0.087 | — |
| 2015 | -0.067 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.098 | — | — | — |
| 2024 | 0.068 | -0.028 | 0.024 | -0.024 |
| 2023 | 0.007 | -0.027 | -0.014 | 0.029 |
| 2022 | -0.046 | -0.073 | -0.030 | 0.017 |
| 2021 | 0.007 | 0.016 | -0.001 | -0.006 |
| 2020 | -0.149 | 0.119 | 0.024 | 0.032 |
| 2019 | 0.049 | 0.014 | 0.009 | 0.015 |
| 2018 | -0.013 | -0.019 | 0.007 | -0.049 |
| 2017 | 0.022 | 0.015 | 0.007 | -0.003 |
| 2016 | 0.016 | 0.024 | 0.038 | 0.007 |
| 2015 | 0.017 | -0.010 | -0.062 | -0.012 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.207 |
| 3 years | -0.078 |
| 5 years | -0.033 |
| 10 years | -0.024 |