Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.004 | 0 | 77 |
| 1 month | 0.003 | 0 | 48 |
| 3 months | -0.025 | 0 | 79 |
| 1 year | 0.039 | 0 | 58 |
| 3 years | -0.023 | 0 | 89 |
| 5 years | 0.017 | 0 | 41 |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.005 | — |
| 2023 | 0.062 | — |
| 2022 | -0.222 | — |
| 2021 | -0.020 | — |
| 2020 | 0.324 | — |
| 2019 | 0.109 | — |
| 2018 | -0.037 | — |
| 2017 | 0.150 | — |
| 2016 | 0.049 | — |
| 2015 | 0.003 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | -0.016 | -0.012 | 0.041 | -0.016 |
| 2023 | 0.044 | 0.035 | -0.049 | 0.034 |
| 2022 | -0.070 | -0.162 | -0.027 | 0.025 |
| 2021 | 0.002 | 0.012 | -0.019 | -0.016 |
| 2020 | -0.086 | 0.183 | 0.070 | 0.145 |
| 2019 | 0.072 | 0.026 | -0.023 | 0.032 |
| 2018 | 0.022 | 0.005 | 0.009 | -0.071 |
| 2017 | 0.043 | 0.035 | 0.039 | 0.024 |
| 2016 | -0.037 | -0.011 | 0.073 | 0.026 |
| 2015 | 0.043 | 0.000 | -0.063 | 0.026 |
| 2014 | -0.008 | 0.015 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.036 |
| 5 years | 0.008 |
| 10 years | 0.022 |