Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 100 |
| 1 month | -0.027 | 0 | 100 |
| 3 months | -0.030 | 0 | 100 |
| 1 year | 0.072 | 0 | 47 |
| 3 years | -0.003 | 0 | 98 |
| 5 years | -0.051 | 0 | 100 |
| 10 years | -0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.010 | — |
| 2023 | 0.084 | — |
| 2022 | -0.239 | — |
| 2021 | -0.064 | — |
| 2020 | 0.098 | — |
| 2019 | 0.116 | — |
| 2018 | -0.022 | — |
| 2017 | 0.059 | — |
| 2016 | -0.031 | — |
| 2015 | 0.005 | — |
| 2014 | 0.082 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.008 | — | — | — |
| 2024 | -0.045 | -0.001 | 0.052 | -0.013 |
| 2023 | 0.043 | 0.007 | -0.110 | 0.160 |
| 2022 | -0.125 | -0.129 | 0.014 | -0.016 |
| 2021 | -0.117 | 0.030 | -0.023 | 0.053 |
| 2020 | -0.006 | 0.117 | -0.012 | 0.000 |
| 2019 | 0.069 | 0.047 | 0.021 | -0.023 |
| 2018 | -0.007 | 0.007 | -0.031 | 0.009 |
| 2017 | 0.011 | 0.039 | -0.045 | 0.055 |
| 2016 | 0.016 | 0.051 | 0.021 | -0.111 |
| 2015 | 0.052 | -0.048 | -0.010 | 0.014 |
| 2014 | -0.003 | 0.024 | 0.015 | 0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | -0.013 |
| 5 years | -0.056 |
| 10 years | -0.013 |