Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.052 | 0 | 77 |
| 1 month | -0.036 | 0 | 89 |
| 3 months | -0.078 | 0 | 80 |
| 1 year | -0.034 | 0 | 94 |
| 3 years | -0.032 | 0 | 98 |
| 5 years | -0.006 | 0 | 97 |
| 10 years | -0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.003 | — |
| 2023 | 0.063 | — |
| 2022 | -0.189 | — |
| 2021 | 0.047 | — |
| 2020 | 0.022 | — |
| 2019 | 0.101 | — |
| 2018 | -0.106 | — |
| 2017 | 0.030 | — |
| 2016 | 0.001 | — |
| 2015 | -0.015 | — |
| 2014 | 0.040 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.016 | — | — | — |
| 2024 | 0.010 | -0.034 | 0.028 | 0.000 |
| 2023 | 0.032 | 0.014 | -0.019 | 0.035 |
| 2022 | -0.066 | -0.111 | -0.019 | -0.005 |
| 2021 | 0.006 | 0.035 | -0.014 | 0.019 |
| 2020 | -0.140 | 0.082 | 0.024 | 0.073 |
| 2019 | 0.061 | 0.010 | 0.002 | 0.026 |
| 2018 | -0.032 | 0.000 | 0.000 | -0.076 |
| 2017 | 0.023 | -0.010 | 0.005 | 0.013 |
| 2016 | -0.028 | 0.003 | 0.016 | 0.011 |
| 2015 | 0.053 | -0.025 | -0.061 | 0.021 |
| 2014 | 0.008 | 0.030 | 0.003 | 0.000 |
| 2013 | -0.036 | -0.003 | 0.005 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.108 |
| 3 years | -0.050 |
| 5 years | -0.012 |
| 10 years | -0.021 |