Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 86 |
| 1 month | -0.010 | 0 | 29 |
| 3 months | 0.003 | 0 | 77 |
| 1 year | 0.046 | 0 | 88 |
| 3 years | -0.002 | 0 | 63 |
| 5 years | -0.020 | 0 | 42 |
| 10 years | -0.007 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.062 | — |
| 2023 | -0.024 | — |
| 2022 | -0.125 | — |
| 2021 | -0.121 | — |
| 2020 | 0.038 | — |
| 2019 | 0.093 | — |
| 2018 | -0.052 | — |
| 2017 | 0.062 | — |
| 2016 | 0.042 | — |
| 2015 | 0.007 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.006 | — | — | — |
| 2024 | 0.023 | 0.021 | 0.038 | -0.020 |
| 2023 | 0.016 | -0.024 | -0.066 | 0.053 |
| 2022 | -0.084 | -0.079 | -0.036 | 0.076 |
| 2021 | -0.015 | -0.009 | -0.034 | -0.069 |
| 2020 | -0.127 | 0.113 | 0.027 | 0.040 |
| 2019 | 0.057 | 0.019 | -0.004 | 0.019 |
| 2018 | -0.009 | -0.050 | 0.014 | -0.007 |
| 2017 | 0.028 | 0.003 | 0.020 | 0.010 |
| 2016 | 0.032 | 0.014 | 0.019 | -0.023 |
| 2015 | 0.013 | 0.010 | -0.036 | 0.021 |
| 2014 | 0.041 | -0.004 | -0.015 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | -0.012 |
| 5 years | -0.026 |
| 10 years | -0.010 |