Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.096 | 0 | 47 |
| 1 month | -0.022 | 0 | 15 |
| 3 months | -0.082 | 0 | 43 |
| 1 year | 0.023 | 0 | 44 |
| 3 years | -0.072 | 0 | 88 |
| 5 years | 0.001 | 0 | 98 |
| 10 years | -0.062 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.164 | — |
| 2023 | -0.120 | — |
| 2022 | -0.174 | — |
| 2021 | 0.015 | — |
| 2020 | -0.061 | — |
| 2019 | 0.105 | — |
| 2018 | -0.211 | — |
| 2017 | 0.071 | — |
| 2016 | -0.079 | — |
| 2015 | -0.114 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.076 | — | — | — |
| 2024 | 0.032 | -0.011 | 0.154 | -0.011 |
| 2023 | 0.028 | -0.111 | -0.009 | -0.028 |
| 2022 | -0.042 | -0.109 | -0.010 | -0.023 |
| 2021 | 0.010 | 0.011 | 0.006 | -0.013 |
| 2020 | -0.354 | 0.166 | -0.011 | 0.262 |
| 2019 | 0.095 | -0.029 | -0.040 | 0.082 |
| 2018 | -0.012 | -0.077 | -0.050 | -0.090 |
| 2017 | 0.039 | 0.007 | 0 | 0.024 |
| 2016 | 0.017 | -0.003 | 0.000 | -0.091 |
| 2015 | 0.035 | -0.026 | -0.130 | 0.010 |
| 2014 | -0.050 | -0.006 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | -0.081 |
| 5 years | -0.006 |
| 10 years | -0.065 |