Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.104 | 0 | 93 |
| 1 month | -0.035 | 0 | 95 |
| 3 months | -0.149 | 0 | 96 |
| 1 year | -0.154 | 0 | 96 |
| 3 years | -0.038 | 0 | 85 |
| 5 years | 0.017 | 0 | 93 |
| 10 years | 0.050 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.026 | — |
| 2023 | 0.040 | — |
| 2022 | -0.173 | — |
| 2021 | 0.155 | — |
| 2020 | 0.200 | — |
| 2019 | 0.209 | — |
| 2018 | -0.060 | — |
| 2017 | 0.160 | — |
| 2016 | 0.194 | — |
| 2015 | 0.072 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.072 | — | — | — |
| 2024 | 0.066 | -0.035 | -0.014 | -0.040 |
| 2023 | 0.038 | -0.007 | -0.053 | 0.065 |
| 2022 | -0.105 | -0.131 | 0.027 | 0.036 |
| 2021 | 0.005 | 0.062 | 0.039 | 0.041 |
| 2020 | -0.146 | 0.212 | 0.077 | 0.076 |
| 2019 | 0.090 | 0.083 | -0.007 | 0.032 |
| 2018 | -0.023 | 0.070 | 0.035 | -0.131 |
| 2017 | 0.067 | 0.045 | 0.010 | 0.031 |
| 2016 | 0.014 | 0.057 | 0.092 | 0.020 |
| 2015 | 0.098 | -0.043 | -0.090 | 0.121 |
| 2014 | 0.002 | 0.025 | 0.053 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.154 |
| 3 years | -0.038 |
| 5 years | 0.017 |
| 10 years | 0.050 |