Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.018 | 0 | 71 |
| 1 month | 0.025 | 0 | 14 |
| 3 months | -0.022 | 0 | 82 |
| 1 year | -0.082 | 0 | 96 |
| 3 years | -0.029 | 0 | 61 |
| 5 years | 0.062 | 0 | 62 |
| 10 years | 0.057 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.084 | — |
| 2023 | 0.088 | — |
| 2022 | -0.244 | — |
| 2021 | 0.235 | — |
| 2020 | 0.298 | — |
| 2019 | 0.276 | — |
| 2018 | -0.328 | — |
| 2017 | 0.328 | — |
| 2016 | 0.093 | — |
| 2015 | 0.407 | — |
| 2014 | 0.096 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.012 | -0.024 | 0.001 | -0.073 |
| 2023 | 0.075 | -0.030 | -0.059 | 0.108 |
| 2022 | -0.139 | -0.128 | -0.113 | 0.135 |
| 2021 | 0.112 | 0.069 | 0.010 | 0.030 |
| 2020 | -0.209 | 0.283 | 0.110 | 0.152 |
| 2019 | 0.115 | 0.039 | -0.001 | 0.103 |
| 2018 | -0.037 | -0.030 | -0.099 | -0.202 |
| 2017 | 0.095 | 0.104 | 0.077 | 0.020 |
| 2016 | -0.049 | -0.031 | 0.101 | 0.077 |
| 2015 | 0.234 | 0.009 | 0.013 | 0.115 |
| 2014 | 0.110 | -0.055 | -0.012 | 0.058 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.119 |
| 3 years | -0.042 |
| 5 years | 0.054 |
| 10 years | 0.053 |