Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.015 | 0 | 51 |
| 1 month | -0.013 | 0 | 79 |
| 3 months | -0.086 | 0 | 66 |
| 1 year | -0.056 | 0 | 72 |
| 3 years | 0.013 | 0 | 76 |
| 5 years | 0.043 | 0 | 92 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.014 | — |
| 2023 | 0.174 | — |
| 2022 | -0.236 | — |
| 2021 | 0.255 | — |
| 2020 | 0.040 | — |
| 2019 | 0.293 | — |
| 2018 | -0.047 | — |
| 2017 | 0.199 | — |
| 2016 | -0.108 | — |
| 2015 | 0.298 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.059 | -0.005 | -0.017 | -0.049 |
| 2023 | 0.105 | 0.020 | -0.041 | 0.087 |
| 2022 | -0.132 | -0.159 | -0.030 | 0.080 |
| 2021 | 0.029 | 0.099 | 0.038 | 0.069 |
| 2020 | -0.146 | 0.129 | 0.031 | 0.047 |
| 2019 | 0.112 | 0.076 | 0.026 | 0.053 |
| 2018 | -0.025 | 0.100 | 0.044 | -0.148 |
| 2017 | 0.081 | 0.062 | 0.008 | 0.036 |
| 2016 | -0.093 | -0.030 | 0.018 | -0.003 |
| 2015 | 0.194 | 0.002 | -0.017 | 0.103 |
| 2014 | 0.061 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.103 |
| 3 years | -0.004 |
| 5 years | 0.032 |
| 10 years | 0.045 |