Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 57 |
| 1 month | -0.016 | 0 | 40 |
| 3 months | 0.016 | 0 | 57 |
| 1 year | -0.021 | 0 | 39 |
| 3 years | -0.037 | 0 | 54 |
| 5 years | 0.048 | 0 | 62 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.027 | — |
| 2023 | 0.028 | — |
| 2022 | -0.266 | — |
| 2021 | 0.140 | — |
| 2020 | 0.018 | — |
| 2019 | 0.167 | — |
| 2018 | -0.228 | — |
| 2017 | 0.233 | — |
| 2016 | -0.022 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.016 | — | — | — |
| 2024 | 0.066 | -0.016 | 0.040 | -0.059 |
| 2023 | 0.057 | -0.031 | -0.049 | 0.056 |
| 2022 | -0.118 | -0.158 | -0.089 | 0.084 |
| 2021 | 0.071 | 0.048 | 0.008 | 0.008 |
| 2020 | -0.279 | 0.184 | 0.067 | 0.116 |
| 2019 | 0.113 | 0.017 | -0.023 | 0.056 |
| 2018 | -0.045 | 0.005 | -0.022 | -0.177 |
| 2017 | 0.063 | 0.034 | 0.082 | 0.036 |
| 2016 | -0.050 | -0.054 | 0.066 | 0.022 |
| 2015 | -0.001 | -0.038 | 0.082 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.075 |
| 3 years | -0.055 |
| 5 years | 0.037 |
| 10 years | -0.002 |