Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.164 | 0 | 100 |
| 1 month | 0.000 | 0 | 75 |
| 3 months | 0.005 | 0 | 77 |
| 1 year | -0.150 | 0 | 100 |
| 3 years | -0.073 | 0 | 100 |
| 5 years | -0.034 | 0 | 100 |
| 10 years | -0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.008 | — |
| 2023 | -0.006 | — |
| 2022 | -0.109 | — |
| 2021 | 0.032 | — |
| 2020 | 0.093 | — |
| 2019 | 0.032 | — |
| 2018 | -0.019 | — |
| 2017 | 0.109 | — |
| 2016 | -0.027 | — |
| 2015 | -0.034 | — |
| 2014 | -0.004 | — |
| 2013 | 0.051 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.164 | — | — | — |
| 2024 | -0.009 | 0.003 | 0.058 | -0.041 |
| 2023 | 0.015 | -0.051 | -0.004 | 0.036 |
| 2022 | -0.020 | -0.055 | -0.056 | 0.019 |
| 2021 | -0.005 | 0.024 | 0.002 | 0.012 |
| 2020 | -0.012 | 0.005 | 0.038 | 0.060 |
| 2019 | 0.046 | -0.017 | -0.029 | 0.034 |
| 2018 | 0.042 | -0.044 | -0.031 | 0.016 |
| 2017 | 0.018 | 0.032 | 0.032 | 0.022 |
| 2016 | 0.025 | -0.015 | 0.016 | -0.052 |
| 2015 | -0.008 | 0.028 | -0.040 | -0.012 |
| 2014 | -0.024 | 0.011 | 0.012 | -0.002 |
| 2013 | 0.017 | 0.002 | 0.012 | 0.020 |
| 2012 | 0.016 | 0.028 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.167 |
| 3 years | -0.080 |
| 5 years | -0.038 |
| 10 years | -0.014 |