Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.082 | 0 | 99 |
| 1 month | -0.001 | 0 | 43 |
| 3 months | -0.118 | 0 | 99 |
| 1 year | -0.075 | 0 | 95 |
| 3 years | 0.017 | 0 | 78 |
| 5 years | 0.082 | 0 | 62 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.074 | — |
| 2023 | 0.191 | — |
| 2022 | -0.297 | — |
| 2021 | 0.378 | — |
| 2020 | 0.149 | — |
| 2019 | 0.267 | — |
| 2018 | -0.278 | — |
| 2017 | 0.044 | — |
| 2016 | 0.013 | — |
| 2015 | 0.017 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.082 | — | — | — |
| 2024 | 0.113 | 0.014 | -0.033 | -0.016 |
| 2023 | 0.161 | 0.010 | -0.078 | 0.101 |
| 2022 | -0.166 | -0.178 | -0.034 | 0.063 |
| 2021 | 0.042 | 0.139 | 0.046 | 0.109 |
| 2020 | -0.170 | 0.153 | 0.088 | 0.103 |
| 2019 | 0.198 | 0.039 | -0.036 | 0.056 |
| 2018 | -0.045 | -0.012 | 0.013 | -0.246 |
| 2017 | 0.047 | 0.001 | 0.020 | -0.023 |
| 2016 | -0.057 | -0.016 | 0.044 | 0.045 |
| 2015 | 0.176 | -0.055 | -0.136 | 0.060 |
| 2014 | -0.024 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | 0.011 |
| 5 years | 0.077 |
| 10 years | 0.008 |