Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.049 | 0 | 90 |
| 1 month | -0.007 | 0 | 55 |
| 3 months | -0.065 | 0 | 86 |
| 1 year | -0.021 | 0 | 91 |
| 3 years | 0.006 | 0 | 82 |
| 5 years | 0.068 | 0 | 26 |
| 10 years | 0.036 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.080 | — |
| 2022 | -0.029 | — |
| 2021 | 0.153 | — |
| 2020 | 0.075 | — |
| 2019 | 0.213 | — |
| 2018 | -0.090 | — |
| 2017 | 0.029 | — |
| 2016 | 0.038 | — |
| 2015 | 0.040 | — |
| 2014 | 0.058 | — |
| 2013 | 0.133 | — |
| 2012 | 0.131 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.043 | — | — | — |
| 2024 | 0.025 | -0.015 | -0.003 | 0.029 |
| 2023 | 0.038 | 0.028 | -0.025 | 0.039 |
| 2022 | 0.021 | -0.067 | 0.000 | 0.019 |
| 2021 | 0.084 | 0.011 | 0.005 | 0.047 |
| 2020 | -0.159 | 0.121 | 0.007 | 0.133 |
| 2019 | 0.132 | 0.023 | 0.017 | 0.031 |
| 2018 | -0.026 | 0.018 | 0.014 | -0.094 |
| 2017 | 0.054 | -0.021 | -0.003 | 0.000 |
| 2016 | -0.044 | 0.010 | 0.045 | 0.029 |
| 2015 | 0.117 | -0.049 | -0.080 | 0.063 |
| 2014 | 0.015 | 0.042 | 0.009 | -0.009 |
| 2013 | 0.041 | 0.013 | 0.029 | 0.045 |
| 2012 | 0.057 | -0.017 | 0.048 | 0.039 |
| 2011 | -0.029 | 0.033 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.021 |
| 3 years | 0.006 |
| 5 years | 0.068 |
| 10 years | 0.036 |