Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 76 |
| 1 month | -0.053 | 0 | 98 |
| 3 months | -0.048 | 0 | 80 |
| 1 year | -0.054 | 0 | 99 |
| 3 years | -0.038 | 0 | 99 |
| 5 years | 0.022 | 0 | 66 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.009 | — |
| 2023 | 0.017 | — |
| 2022 | -0.169 | — |
| 2021 | 0.202 | — |
| 2020 | -0.034 | — |
| 2019 | 0.220 | — |
| 2018 | -0.190 | — |
| 2017 | 0.185 | — |
| 2016 | 0.005 | — |
| 2015 | -0.003 | — |
| 2014 | 0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.030 | — | — | — |
| 2024 | 0.049 | 0.019 | -0.011 | -0.046 |
| 2023 | 0.055 | 0.002 | -0.039 | 0.001 |
| 2022 | -0.078 | -0.076 | -0.064 | 0.041 |
| 2021 | 0.070 | 0.097 | -0.008 | 0.033 |
| 2020 | -0.180 | 0.090 | 0.039 | 0.039 |
| 2019 | 0.103 | 0.065 | 0.004 | 0.035 |
| 2018 | -0.097 | 0.039 | 0.009 | -0.145 |
| 2017 | 0.055 | 0.063 | 0.028 | 0.028 |
| 2016 | -0.037 | 0.010 | 0.049 | -0.015 |
| 2015 | 0.001 | -0.037 | -0.037 | 0.075 |
| 2014 | 0.010 | 0.022 | 0.004 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.092 |
| 3 years | -0.051 |
| 5 years | 0.014 |
| 10 years | 0.006 |