Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.093 | 0 | — |
| 1 month | -0.042 | 0 | — |
| 3 months | -0.105 | 0 | — |
| 1 year | -0.008 | 0 | — |
| 3 years | 0.031 | 0 | — |
| 5 years | 0.072 | 0 | — |
| 10 years | 0.034 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.181 | — |
| 2023 | 0.108 | — |
| 2022 | -0.146 | — |
| 2021 | 0.208 | — |
| 2020 | 0.019 | — |
| 2019 | 0.224 | — |
| 2018 | -0.076 | — |
| 2017 | 0.058 | — |
| 2016 | 0.022 | — |
| 2015 | 0.068 | — |
| 2014 | 0.101 | — |
| 2013 | 0.095 | — |
| 2012 | 0.046 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.053 | — | — | — |
| 2024 | 0.087 | 0.033 | 0.007 | 0.044 |
| 2023 | 0.022 | 0.036 | 0.007 | 0.039 |
| 2022 | -0.038 | -0.089 | -0.015 | -0.011 |
| 2021 | 0.076 | 0.051 | 0.024 | 0.043 |
| 2020 | -0.180 | 0.118 | 0.032 | 0.077 |
| 2019 | 0.105 | 0.022 | 0.034 | 0.048 |
| 2018 | -0.049 | 0.059 | 0.014 | -0.096 |
| 2017 | 0.012 | 0.011 | -0.012 | 0.046 |
| 2016 | -0.057 | -0.016 | 0.055 | 0.044 |
| 2015 | 0.126 | -0.021 | -0.074 | 0.046 |
| 2014 | 0.003 | 0.035 | 0.030 | 0.030 |
| 2013 | 0.057 | -0.035 | 0.039 | 0.034 |
| 2012 | 0.001 | 0.002 | 0.054 | -0.011 |
| 2011 | -0.003 | 0.001 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.008 |
| 3 years | 0.031 |
| 5 years | 0.072 |
| 10 years | 0.034 |