Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.008 | 0 | 77 |
| 1 month | 0.020 | 0 | 8 |
| 3 months | 0.008 | 0 | 77 |
| 1 year | -0.003 | 0 | 90 |
| 3 years | -0.033 | 0 | 94 |
| 5 years | 0.069 | 0 | 60 |
| 10 years | 0.048 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.001 | — |
| 2023 | 0.048 | — |
| 2022 | -0.238 | — |
| 2021 | 0.052 | — |
| 2020 | 0.245 | — |
| 2019 | 0.308 | — |
| 2018 | -0.124 | — |
| 2017 | 0.421 | — |
| 2016 | 0.081 | — |
| 2015 | -0.110 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | 0.012 | -0.019 | 0.075 | -0.062 |
| 2023 | 0.047 | 0.015 | -0.071 | 0.061 |
| 2022 | -0.110 | -0.118 | -0.125 | 0.109 |
| 2021 | 0.034 | 0.041 | -0.035 | 0.012 |
| 2020 | -0.245 | 0.196 | 0.136 | 0.214 |
| 2019 | 0.116 | 0.073 | -0.031 | 0.126 |
| 2018 | 0.003 | -0.056 | -0.012 | -0.063 |
| 2017 | 0.126 | 0.074 | 0.078 | 0.090 |
| 2016 | 0.048 | 0.018 | 0.081 | -0.063 |
| 2015 | 0.038 | -0.016 | -0.149 | 0.024 |
| 2014 | 0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.003 |
| 3 years | -0.033 |
| 5 years | 0.069 |
| 10 years | 0.048 |