Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.204 | 0 | 98 |
| 1 month | -0.147 | 0 | 100 |
| 3 months | -0.210 | 0 | 98 |
| 1 year | -0.333 | 0 | 98 |
| 3 years | -0.091 | 0 | 81 |
| 5 years | 0.064 | 0 | 1 |
| 10 years | -0.004 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.117 | — |
| 2023 | 0.098 | — |
| 2022 | 0.132 | — |
| 2021 | 0.408 | — |
| 2020 | 0.146 | — |
| 2019 | -0.169 | — |
| 2018 | -0.161 | — |
| 2017 | 0.084 | — |
| 2016 | -0.085 | — |
| 2015 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.067 | — | — | — |
| 2024 | 0.091 | -0.045 | -0.099 | -0.058 |
| 2023 | -0.026 | 0.182 | -0.004 | -0.042 |
| 2022 | 0.094 | 0.085 | 0.037 | -0.081 |
| 2021 | 0.044 | 0.133 | 0.131 | 0.053 |
| 2020 | 0.044 | -0.052 | -0.006 | 0.165 |
| 2019 | 0.000 | -0.012 | -0.098 | -0.068 |
| 2018 | -0.084 | -0.030 | 0.055 | -0.104 |
| 2017 | -0.009 | -0.009 | -0.007 | 0.112 |
| 2016 | -0.017 | -0.006 | 0.016 | -0.079 |
| 2015 | -0.116 | 0.035 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.366 |
| 3 years | -0.106 |
| 5 years | 0.053 |
| 10 years | -0.009 |