Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.040 | 0 | 32 |
| 1 month | -0.004 | 0 | 47 |
| 3 months | -0.028 | 0 | 34 |
| 1 year | 0.069 | 0 | 39 |
| 3 years | -0.004 | 0 | 44 |
| 5 years | 0.021 | 0 | 95 |
| 10 years | -0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.124 | — |
| 2023 | 0.005 | — |
| 2022 | -0.051 | — |
| 2021 | -0.042 | — |
| 2020 | -0.081 | — |
| 2019 | 0.046 | — |
| 2018 | -0.101 | — |
| 2017 | 0.138 | — |
| 2016 | 0.042 | — |
| 2015 | -0.099 | — |
| 2014 | 0.107 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.019 | -0.005 | 0.114 | -0.006 |
| 2023 | 0.029 | -0.023 | -0.014 | 0.014 |
| 2022 | 0.043 | -0.108 | 0.009 | 0.010 |
| 2021 | 0.042 | -0.060 | 0.002 | -0.024 |
| 2020 | -0.246 | 0.127 | -0.054 | 0.142 |
| 2019 | 0.028 | 0.039 | -0.033 | 0.013 |
| 2018 | -0.006 | -0.072 | 0.024 | -0.048 |
| 2017 | 0.049 | 0.045 | 0.014 | 0.025 |
| 2016 | 0.029 | 0.022 | 0.017 | -0.026 |
| 2015 | 0.024 | -0.060 | -0.122 | 0.066 |
| 2014 | 0.078 | 0.038 | 0.024 | -0.034 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.069 |
| 3 years | -0.004 |
| 5 years | 0.021 |
| 10 years | -0.010 |