Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.028 | 0 | 52 |
| 1 month | -0.024 | 0 | 63 |
| 3 months | -0.072 | 0 | 89 |
| 1 year | -0.026 | 0 | 84 |
| 3 years | -0.001 | 0 | 72 |
| 5 years | 0.024 | 0 | 79 |
| 10 years | 0.058 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.041 | — |
| 2023 | 0.011 | — |
| 2022 | -0.167 | — |
| 2021 | -0.082 | — |
| 2020 | 0.314 | — |
| 2019 | 0.266 | — |
| 2018 | -0.096 | — |
| 2017 | 0.297 | — |
| 2016 | 0.378 | — |
| 2015 | -0.115 | — |
| 2014 | 0.065 | — |
| 2013 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.034 | 0.030 | -0.010 | -0.013 |
| 2023 | 0.010 | -0.010 | -0.034 | 0.046 |
| 2022 | -0.127 | -0.039 | -0.029 | 0.022 |
| 2021 | -0.042 | 0.062 | -0.053 | -0.046 |
| 2020 | -0.163 | 0.247 | 0.087 | 0.157 |
| 2019 | 0.117 | 0.084 | 0.011 | 0.034 |
| 2018 | -0.043 | -0.004 | -0.010 | -0.042 |
| 2017 | 0.106 | 0.039 | 0.053 | 0.072 |
| 2016 | 0.097 | 0.101 | 0.147 | -0.006 |
| 2015 | 0.068 | -0.081 | -0.130 | 0.036 |
| 2014 | -0.004 | 0.055 | -0.001 | 0.014 |
| 2013 | -0.027 | -0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.026 |
| 3 years | -0.001 |
| 5 years | 0.024 |
| 10 years | 0.058 |