Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.130 | 0 | 75 |
| 1 month | -0.020 | 0 | 36 |
| 3 months | -0.159 | 0 | 70 |
| 1 year | -0.036 | 0 | 68 |
| 3 years | 0.024 | 0 | 50 |
| 5 years | 0.092 | 0 | 32 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.153 | — |
| 2023 | 0.270 | — |
| 2022 | -0.122 | — |
| 2021 | 0.064 | — |
| 2020 | -0.230 | — |
| 2019 | 0.156 | — |
| 2018 | -0.065 | — |
| 2017 | 0.196 | — |
| 2016 | 0.042 | — |
| 2015 | 0.175 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.113 | — | — | — |
| 2024 | 0.075 | -0.029 | -0.013 | 0.118 |
| 2023 | 0.149 | 0.095 | -0.079 | 0.096 |
| 2022 | 0.017 | -0.190 | -0.035 | 0.104 |
| 2021 | 0.149 | -0.045 | 0.010 | -0.040 |
| 2020 | -0.473 | 0.120 | -0.023 | 0.336 |
| 2019 | 0.067 | -0.009 | 0.004 | 0.089 |
| 2018 | 0.012 | 0.085 | -0.028 | -0.124 |
| 2017 | 0.079 | 0.059 | 0.011 | 0.036 |
| 2016 | -0.033 | -0.060 | 0.058 | 0.082 |
| 2015 | 0.192 | -0.055 | -0.022 | 0.067 |
| 2014 | 0.010 | -0.004 | 0.082 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.036 |
| 3 years | 0.024 |
| 5 years | 0.092 |
| 10 years | 0.024 |