Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.066 | 0 | 73 |
| 1 month | -0.031 | 0 | 21 |
| 3 months | -0.061 | 0 | 38 |
| 1 year | -0.047 | 0 | 95 |
| 3 years | -0.037 | 0 | 98 |
| 5 years | 0.038 | 0 | 68 |
| 10 years | 0.033 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.059 | — |
| 2023 | 0.004 | — |
| 2022 | -0.198 | — |
| 2021 | 0.120 | — |
| 2020 | 0.131 | — |
| 2019 | 0.323 | — |
| 2018 | -0.090 | — |
| 2017 | 0.235 | — |
| 2016 | 0.098 | — |
| 2015 | -0.019 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.036 | — | — | — |
| 2024 | 0.034 | -0.014 | 0.030 | 0.008 |
| 2023 | 0.028 | 0.008 | -0.044 | 0.013 |
| 2022 | -0.090 | -0.067 | -0.066 | 0.011 |
| 2021 | 0.074 | 0.029 | -0.014 | 0.028 |
| 2020 | -0.233 | 0.170 | 0.086 | 0.161 |
| 2019 | 0.137 | 0.056 | 0.009 | 0.091 |
| 2018 | -0.024 | -0.007 | -0.010 | -0.052 |
| 2017 | 0.108 | 0.004 | 0.039 | 0.069 |
| 2016 | -0.005 | 0.047 | 0.058 | -0.004 |
| 2015 | 0.167 | -0.056 | -0.152 | 0.050 |
| 2014 | 0.042 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.097 |
| 3 years | -0.054 |
| 5 years | 0.027 |
| 10 years | 0.028 |