Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.128 | 0 | 100 |
| 1 month | 0.070 | 0 | 4 |
| 3 months | -0.102 | 0 | 100 |
| 1 year | 0.002 | 0 | 99 |
| 3 years | -0.125 | 0 | 98 |
| 5 years | -0.175 | 0 | 100 |
| 10 years | -0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.076 | — |
| 2023 | 0.033 | — |
| 2022 | -0.508 | — |
| 2021 | -0.175 | — |
| 2020 | 0.284 | — |
| 2019 | 0.389 | — |
| 2018 | 0.067 | — |
| 2017 | -0.102 | — |
| 2016 | 0.187 | — |
| 2015 | -0.039 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.185 | — | — | — |
| 2024 | 0.012 | -0.070 | 0.086 | 0.053 |
| 2023 | -0.024 | -0.015 | -0.182 | 0.312 |
| 2022 | -0.174 | -0.307 | -0.118 | -0.025 |
| 2021 | -0.186 | 0.008 | -0.004 | 0.009 |
| 2020 | 0.200 | 0.065 | 0.003 | 0.001 |
| 2019 | 0.140 | 0.158 | 0.230 | -0.145 |
| 2018 | 0.017 | 0.012 | -0.027 | 0.065 |
| 2017 | -0.069 | -0.053 | -0.027 | 0.047 |
| 2016 | 0.292 | 0.091 | 0.030 | -0.182 |
| 2015 | 0.333 | -0.313 | 0.082 | -0.030 |
| 2014 | 0.110 | 0.215 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.028 |
| 3 years | -0.134 |
| 5 years | -0.180 |
| 10 years | -0.046 |