Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.060 | 0 | 92 |
| 1 month | -0.033 | 0 | 95 |
| 3 months | -0.076 | 0 | 91 |
| 1 year | 0.007 | 0 | 86 |
| 3 years | 0.007 | 0 | 86 |
| 5 years | 0.023 | 0 | 84 |
| 10 years | 0.009 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.105 | — |
| 2023 | 0.062 | — |
| 2022 | -0.133 | — |
| 2021 | 0.107 | — |
| 2020 | -0.031 | — |
| 2019 | 0.126 | — |
| 2018 | -0.057 | — |
| 2017 | 0.013 | — |
| 2016 | 0.038 | — |
| 2015 | 0.014 | — |
| 2014 | 0.085 | — |
| 2013 | 0.099 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | — | — | — |
| 2024 | 0.041 | 0.018 | 0.016 | 0.026 |
| 2023 | 0.002 | 0.021 | -0.009 | 0.048 |
| 2022 | -0.052 | -0.051 | -0.031 | -0.006 |
| 2021 | 0.024 | 0.032 | 0.009 | 0.038 |
| 2020 | -0.102 | 0.035 | 0.010 | 0.033 |
| 2019 | 0.049 | 0.020 | 0.026 | 0.026 |
| 2018 | -0.038 | 0.016 | 0.016 | -0.050 |
| 2017 | 0.023 | -0.016 | -0.010 | 0.016 |
| 2016 | -0.005 | 0.005 | 0.024 | 0.014 |
| 2015 | 0.065 | -0.031 | -0.023 | 0.005 |
| 2014 | 0.005 | 0.040 | 0.033 | 0.005 |
| 2013 | 0.050 | -0.018 | 0.028 | 0.037 |
| 2012 | 0.045 | 0.010 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.001 |
| 3 years | 0.004 |
| 5 years | 0.021 |
| 10 years | 0.008 |