Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.069 | 0 | — |
| 1 month | 0.033 | 0 | — |
| 3 months | 0.044 | 0 | — |
| 1 year | 0.036 | 0 | — |
| 3 years | 0.034 | 0 | — |
| 5 years | 0.001 | 0 | — |
| 10 years | -0.020 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.084 | — |
| 2023 | 0.119 | — |
| 2022 | -0.125 | — |
| 2021 | -0.098 | — |
| 2020 | -0.006 | — |
| 2019 | 0.078 | — |
| 2018 | -0.156 | — |
| 2017 | 0.108 | — |
| 2016 | 0.106 | — |
| 2015 | -0.155 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.035 | — | — | — |
| 2024 | -0.029 | -0.027 | 0.081 | -0.103 |
| 2023 | 0.041 | 0.033 | -0.056 | 0.101 |
| 2022 | -0.079 | -0.084 | -0.041 | 0.082 |
| 2021 | -0.072 | 0.033 | -0.036 | -0.023 |
| 2020 | -0.188 | 0.096 | 0.013 | 0.103 |
| 2019 | 0.020 | 0.035 | -0.023 | 0.046 |
| 2018 | 0.031 | -0.145 | -0.056 | 0.014 |
| 2017 | 0.055 | 0.032 | 0.020 | -0.002 |
| 2016 | 0.114 | 0.027 | 0.020 | -0.051 |
| 2015 | -0.042 | -0.008 | -0.112 | 0.000 |
| 2014 | -0.044 | -0.062 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.015 |
| 3 years | 0.016 |
| 5 years | -0.009 |
| 10 years | -0.024 |