Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.017 | 0 | — |
| 3 months | -0.011 | 0 | — |
| 1 year | 0.050 | 0 | — |
| 3 years | 0.023 | 0 | — |
| 5 years | 0.046 | 0 | — |
| 10 years | -0.002 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.098 | — |
| 2023 | 0.109 | — |
| 2022 | -0.214 | — |
| 2021 | -0.043 | — |
| 2020 | 0.128 | — |
| 2019 | 0.096 | — |
| 2018 | -0.197 | — |
| 2017 | 0.336 | — |
| 2016 | 0.074 | — |
| 2015 | -0.194 | — |
| 2014 | -0.016 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.024 | — | — | — |
| 2024 | 0.051 | 0.053 | 0.058 | -0.063 |
| 2023 | 0.025 | 0.018 | -0.008 | 0.071 |
| 2022 | -0.042 | -0.130 | -0.136 | 0.093 |
| 2021 | 0.038 | 0.022 | -0.089 | -0.010 |
| 2020 | -0.229 | 0.170 | 0.095 | 0.143 |
| 2019 | 0.064 | -0.007 | -0.064 | 0.108 |
| 2018 | 0.007 | -0.093 | -0.029 | -0.095 |
| 2017 | 0.123 | 0.048 | 0.083 | 0.047 |
| 2016 | 0.055 | -0.014 | 0.084 | -0.047 |
| 2015 | -0.004 | 0.004 | -0.185 | -0.010 |
| 2014 | -0.006 | 0.079 | -0.053 | -0.031 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.050 |
| 3 years | 0.023 |
| 5 years | 0.046 |
| 10 years | -0.002 |