Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.029 | 0 | 51 |
| 1 month | 0.004 | 0 | 64 |
| 3 months | 0.035 | 0 | 29 |
| 1 year | -0.109 | 0 | 89 |
| 3 years | -0.146 | 0 | 99 |
| 5 years | -0.004 | 0 | 95 |
| 10 years | 0.011 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.164 | — |
| 2023 | -0.140 | — |
| 2022 | -0.209 | — |
| 2021 | 0.140 | — |
| 2020 | 0.247 | — |
| 2019 | 0.252 | — |
| 2018 | -0.269 | — |
| 2017 | 0.193 | — |
| 2016 | 0.188 | — |
| 2015 | 0.308 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | -0.012 | -0.103 | 0.025 | -0.079 |
| 2023 | -0.039 | -0.012 | -0.145 | 0.059 |
| 2022 | -0.082 | -0.077 | -0.109 | 0.049 |
| 2021 | 0.095 | -0.012 | 0.037 | 0.017 |
| 2020 | -0.234 | 0.206 | 0.078 | 0.252 |
| 2019 | 0.111 | 0.053 | -0.037 | 0.111 |
| 2018 | 0.014 | 0.024 | -0.068 | -0.245 |
| 2017 | 0.055 | 0.124 | 0.014 | -0.009 |
| 2016 | -0.057 | 0.000 | 0.129 | 0.116 |
| 2015 | 0.225 | 0.035 | -0.045 | 0.081 |
| 2014 | -0.020 | -0.036 | -0.021 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.127 |
| 3 years | -0.152 |
| 5 years | -0.008 |
| 10 years | 0.008 |