Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.078 | 0 | 35 |
| 1 month | -0.044 | 0 | 68 |
| 3 months | -0.076 | 0 | 11 |
| 1 year | -0.024 | 0 | 78 |
| 3 years | -0.022 | 0 | 74 |
| 5 years | 0.009 | 0 | 73 |
| 10 years | 0.013 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.092 | — |
| 2023 | -0.025 | — |
| 2022 | -0.015 | — |
| 2021 | 0.143 | — |
| 2020 | 0.002 | — |
| 2019 | 0.050 | — |
| 2018 | 0.058 | — |
| 2017 | -0.069 | — |
| 2016 | -0.024 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.022 | 0.018 | -0.003 | 0.053 |
| 2023 | -0.004 | -0.037 | 0.020 | -0.003 |
| 2022 | 0.021 | 0.019 | 0.010 | -0.062 |
| 2021 | 0.044 | 0.008 | 0.035 | 0.049 |
| 2020 | 0.023 | -0.019 | -0.011 | 0.010 |
| 2019 | 0.055 | -0.029 | 0.016 | 0.009 |
| 2018 | 0.021 | 0.023 | -0.024 | 0.037 |
| 2017 | -0.005 | -0.051 | -0.009 | -0.004 |
| 2016 | -0.025 | -0.003 | 0.007 | -0.003 |
| 2015 | -0.024 | -0.018 | 0.035 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.082 |
| 3 years | -0.042 |
| 5 years | -0.003 |
| 10 years | 0.007 |