Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 70 |
| 1 month | -0.039 | 0 | 75 |
| 3 months | -0.069 | 0 | 75 |
| 1 year | 0.016 | 0 | 42 |
| 3 years | 0.038 | 0 | 27 |
| 5 years | 0.024 | 0 | 37 |
| 10 years | 0.051 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.087 | — |
| 2023 | 0.057 | — |
| 2022 | -0.055 | — |
| 2021 | -0.022 | — |
| 2020 | 0.052 | — |
| 2019 | 0.120 | — |
| 2018 | 0.006 | — |
| 2017 | 0.014 | — |
| 2016 | 0.356 | — |
| 2015 | 0.052 | — |
| 2014 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.010 | — | — | — |
| 2024 | 0.026 | 0.004 | 0.002 | 0.053 |
| 2023 | -0.006 | -0.007 | 0.017 | 0.053 |
| 2022 | -0.068 | -0.033 | 0.037 | 0.012 |
| 2021 | -0.063 | 0.038 | 0.019 | -0.013 |
| 2020 | -0.066 | 0.134 | -0.018 | 0.012 |
| 2019 | 0.047 | 0.067 | 0.046 | -0.042 |
| 2018 | -0.049 | 0.022 | 0.037 | -0.002 |
| 2017 | 0.030 | -0.012 | -0.004 | 0.001 |
| 2016 | 0.077 | 0.139 | 0.083 | 0.021 |
| 2015 | 0.075 | -0.066 | 0.001 | 0.046 |
| 2014 | 0.034 | 0.032 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.016 |
| 3 years | 0.038 |
| 5 years | 0.024 |
| 10 years | 0.051 |