Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.045 | 0 | 82 |
| 1 month | -0.017 | 0 | 30 |
| 3 months | -0.041 | 0 | 27 |
| 1 year | -0.025 | 0 | 83 |
| 3 years | -0.006 | 0 | 78 |
| 5 years | 0.032 | 0 | 70 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.055 | — |
| 2023 | -0.003 | — |
| 2022 | -0.165 | — |
| 2021 | -0.034 | — |
| 2020 | 0.218 | — |
| 2019 | 0.146 | — |
| 2018 | -0.099 | — |
| 2017 | 0.161 | — |
| 2016 | 0.347 | — |
| 2015 | -0.094 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.028 | — | — | — |
| 2024 | 0.023 | 0.036 | 0.021 | -0.025 |
| 2023 | 0.014 | -0.029 | -0.019 | 0.033 |
| 2022 | -0.107 | -0.053 | -0.032 | 0.020 |
| 2021 | -0.001 | 0.044 | -0.044 | -0.032 |
| 2020 | -0.220 | 0.228 | 0.058 | 0.202 |
| 2019 | 0.066 | 0.068 | -0.013 | 0.020 |
| 2018 | -0.052 | -0.043 | 0.007 | -0.014 |
| 2017 | 0.104 | 0.011 | 0.009 | 0.031 |
| 2016 | 0.112 | 0.102 | 0.103 | -0.004 |
| 2015 | 0.083 | -0.077 | -0.126 | 0.037 |
| 2014 | 0.045 | 0.013 | -0.016 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | -0.006 |
| 5 years | 0.032 |
| 10 years | 0.030 |