Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.079 | 0 | 99 |
| 1 month | 0.020 | 0 | 30 |
| 3 months | 0.038 | 0 | 66 |
| 1 year | -0.052 | 0 | 99 |
| 3 years | 0.014 | 0 | 91 |
| 5 years | 0.031 | 0 | 72 |
| 10 years | 0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.137 | — |
| 2023 | 0.102 | — |
| 2022 | -0.221 | — |
| 2021 | 0.216 | — |
| 2020 | -0.054 | — |
| 2019 | 0.089 | — |
| 2018 | -0.110 | — |
| 2017 | 0.055 | — |
| 2016 | 0.051 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.080 | -0.018 | — | — |
| 2024 | 0.086 | 0.010 | 0.010 | 0.026 |
| 2023 | 0.018 | 0.041 | -0.013 | 0.054 |
| 2022 | -0.075 | -0.122 | -0.038 | -0.003 |
| 2021 | 0.089 | 0.064 | -0.001 | 0.050 |
| 2020 | -0.156 | 0.047 | 0.018 | 0.051 |
| 2019 | 0.041 | 0.002 | 0.011 | 0.032 |
| 2018 | -0.040 | 0.011 | 0.005 | -0.088 |
| 2017 | 0.049 | -0.014 | 0.007 | 0.013 |
| 2016 | -0.025 | 0.006 | 0.015 | 0.056 |
| 2015 | -0.066 | 0.020 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.081 |
| 3 years | 0.004 |
| 5 years | 0.025 |
| 10 years | 0.002 |