Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.061 | 0 | 99 |
| 1 month | -0.016 | 0 | 90 |
| 3 months | -0.112 | 0 | 97 |
| 1 year | -0.019 | 0 | 74 |
| 3 years | -0.056 | 0 | 98 |
| 5 years | 0.027 | 0 | 80 |
| 10 years | 0.055 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.022 | — |
| 2023 | 0.103 | — |
| 2022 | -0.383 | — |
| 2021 | 0.347 | — |
| 2020 | 0.217 | — |
| 2019 | 0.350 | — |
| 2018 | -0.132 | — |
| 2017 | 0.233 | — |
| 2016 | 0.025 | — |
| 2015 | 0.399 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.045 | — | — | — |
| 2024 | -0.014 | -0.004 | 0.019 | -0.023 |
| 2023 | 0.120 | -0.043 | -0.110 | 0.156 |
| 2022 | -0.199 | -0.216 | -0.064 | 0.049 |
| 2021 | 0.066 | 0.109 | 0.069 | 0.065 |
| 2020 | -0.205 | 0.219 | 0.112 | 0.128 |
| 2019 | 0.191 | 0.053 | -0.042 | 0.124 |
| 2018 | -0.005 | 0.088 | 0.016 | -0.211 |
| 2017 | 0.083 | 0.061 | 0.060 | 0.013 |
| 2016 | -0.060 | 0.002 | 0.077 | 0.010 |
| 2015 | 0.225 | 0.032 | -0.017 | 0.126 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.049 |
| 3 years | -0.065 |
| 5 years | 0.020 |
| 10 years | 0.051 |