Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.009 | 0 | 90 |
| 1 month | 0.002 | 0 | 92 |
| 3 months | -0.072 | 0 | 94 |
| 1 year | -0.061 | 0 | 92 |
| 3 years | 0.028 | 0 | 88 |
| 5 years | 0.055 | 0 | 92 |
| 10 years | 0.083 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.052 | — |
| 2023 | 0.181 | — |
| 2022 | -0.169 | — |
| 2021 | 0.195 | — |
| 2020 | 0.113 | — |
| 2019 | 0.207 | — |
| 2018 | -0.002 | — |
| 2017 | 0.279 | — |
| 2016 | 0.053 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.007 | — | — | — |
| 2024 | 0.048 | -0.015 | -0.029 | -0.055 |
| 2023 | 0.101 | 0.003 | -0.037 | 0.111 |
| 2022 | -0.104 | -0.144 | -0.008 | 0.092 |
| 2021 | -0.024 | 0.110 | 0.048 | 0.052 |
| 2020 | -0.098 | 0.166 | 0.027 | 0.030 |
| 2019 | 0.060 | 0.127 | 0.003 | 0.007 |
| 2018 | -0.019 | 0.118 | 0.055 | -0.138 |
| 2017 | 0.074 | 0.095 | 0.042 | 0.044 |
| 2016 | -0.021 | 0.032 | 0.054 | -0.011 |
| 2015 | 0.022 | 0.093 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.061 |
| 3 years | 0.028 |
| 5 years | 0.055 |
| 10 years | 0.083 |