Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 80 |
| 1 month | 0.019 | 0 | 9 |
| 3 months | 0.005 | 0 | 80 |
| 1 year | -0.013 | 0 | 93 |
| 3 years | -0.042 | 0 | 98 |
| 5 years | 0.059 | 0 | 72 |
| 10 years | 0.037 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.009 | — |
| 2023 | 0.038 | — |
| 2022 | -0.246 | — |
| 2021 | 0.042 | — |
| 2020 | 0.232 | — |
| 2019 | 0.295 | — |
| 2018 | -0.133 | — |
| 2017 | 0.407 | — |
| 2016 | 0.070 | — |
| 2015 | -0.120 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.009 | -0.021 | 0.071 | -0.064 |
| 2023 | 0.045 | 0.012 | -0.073 | 0.058 |
| 2022 | -0.113 | -0.120 | -0.127 | 0.106 |
| 2021 | 0.032 | 0.039 | -0.038 | 0.011 |
| 2020 | -0.248 | 0.194 | 0.133 | 0.211 |
| 2019 | 0.114 | 0.071 | -0.033 | 0.124 |
| 2018 | 0 | -0.058 | -0.015 | -0.065 |
| 2017 | 0.122 | 0.071 | 0.076 | 0.087 |
| 2016 | 0.045 | 0.016 | 0.078 | -0.066 |
| 2015 | 0.036 | -0.020 | -0.151 | 0.022 |
| 2014 | -0.001 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.064 |
| 3 years | -0.060 |
| 5 years | 0.047 |
| 10 years | 0.031 |