Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 76 |
| 1 month | 0.002 | 0 | 50 |
| 3 months | -0.067 | 0 | 87 |
| 1 year | -0.042 | 0 | 87 |
| 3 years | 0.077 | 0 | 72 |
| 5 years | 0.095 | 0 | 84 |
| 10 years | 0.064 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.047 | — |
| 2023 | 0.261 | — |
| 2022 | -0.182 | — |
| 2021 | 0.108 | — |
| 2020 | 0.169 | — |
| 2019 | 0.314 | — |
| 2018 | -0.228 | — |
| 2017 | 0.349 | — |
| 2016 | 0.021 | — |
| 2015 | 0.133 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.052 | — | — | — |
| 2024 | 0.071 | 0.024 | -0.072 | 0.030 |
| 2023 | 0.134 | 0.078 | -0.033 | 0.067 |
| 2022 | -0.140 | -0.093 | 0.054 | -0.006 |
| 2021 | 0.064 | 0.002 | 0.080 | -0.038 |
| 2020 | -0.233 | 0.246 | 0.123 | 0.088 |
| 2019 | 0.137 | -0.037 | 0.073 | 0.119 |
| 2018 | -0.003 | 0.008 | 0.026 | -0.252 |
| 2017 | 0.015 | 0.100 | 0.084 | 0.115 |
| 2016 | -0.029 | -0.025 | -0.013 | 0.093 |
| 2015 | 0.120 | 0.053 | -0.120 | 0.092 |
| 2014 | 0.029 | 0.090 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.093 |
| 3 years | 0.058 |
| 5 years | 0.083 |
| 10 years | 0.058 |