Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.051 | 0 | 100 |
| 1 month | -0.049 | 0 | 99 |
| 3 months | -0.075 | 0 | 100 |
| 1 year | 0.032 | 0 | 98 |
| 3 years | 0.027 | 0 | 100 |
| 5 years | 0.055 | 0 | 54 |
| 10 years | 0.049 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.121 | — |
| 2023 | 0.049 | — |
| 2022 | -0.190 | — |
| 2021 | 0.202 | — |
| 2020 | 0.143 | — |
| 2019 | 0.189 | — |
| 2018 | -0.042 | — |
| 2017 | 0.102 | — |
| 2016 | 0.045 | — |
| 2015 | 0.016 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.002 | — | — | — |
| 2024 | 0.055 | -0.001 | 0.028 | 0.035 |
| 2023 | 0.028 | -0.012 | -0.020 | 0.054 |
| 2022 | -0.122 | -0.090 | -0.016 | 0.030 |
| 2021 | -0.012 | 0.085 | 0.024 | 0.095 |
| 2020 | -0.112 | 0.149 | 0.067 | 0.050 |
| 2019 | 0.105 | 0.043 | 0.011 | 0.019 |
| 2018 | -0.015 | 0.013 | 0.030 | -0.067 |
| 2017 | 0.041 | 0.021 | 0.017 | 0.019 |
| 2016 | 0.018 | 0.032 | 0.018 | -0.023 |
| 2015 | 0.040 | -0.014 | -0.016 | 0.007 |
| 2014 | 0.028 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.027 |
| 5 years | 0.055 |
| 10 years | 0.049 |