Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.039 | 0 | 93 |
| 1 month | 0.001 | 0 | 81 |
| 3 months | -0.023 | 0 | 80 |
| 1 year | 0.017 | 0 | 90 |
| 3 years | -0.018 | 0 | 94 |
| 5 years | 0.024 | 0 | 92 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.072 | — |
| 2023 | -0.039 | — |
| 2022 | -0.193 | — |
| 2021 | -0.041 | — |
| 2020 | 0.286 | — |
| 2019 | 0.187 | — |
| 2018 | -0.112 | — |
| 2017 | 0.324 | — |
| 2016 | 0.038 | — |
| 2015 | -0.149 | — |
| 2014 | 0.021 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.039 | — | — | — |
| 2024 | 0.003 | 0.055 | 0.094 | -0.074 |
| 2023 | 0.023 | -0.046 | -0.069 | 0.058 |
| 2022 | -0.086 | -0.116 | -0.112 | 0.125 |
| 2021 | 0.005 | 0.036 | -0.066 | -0.014 |
| 2020 | -0.198 | 0.184 | 0.092 | 0.241 |
| 2019 | 0.101 | 0.031 | -0.043 | 0.093 |
| 2018 | 0.010 | -0.049 | -0.021 | -0.055 |
| 2017 | 0.140 | 0.067 | 0.022 | 0.066 |
| 2016 | 0.003 | 0.037 | 0.059 | -0.058 |
| 2015 | 0.030 | -0.020 | -0.167 | 0.011 |
| 2014 | 0.023 | 0.048 | -0.015 | -0.033 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.034 |
| 3 years | -0.034 |
| 5 years | 0.014 |
| 10 years | 0.007 |