Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.050 | 0 | 76 |
| 1 month | -0.027 | 0 | 76 |
| 3 months | -0.063 | 0 | 68 |
| 1 year | 0.005 | 0 | 75 |
| 3 years | 0.001 | 0 | 86 |
| 5 years | 0.025 | 0 | 78 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.080 | — |
| 2023 | 0.075 | — |
| 2022 | -0.149 | — |
| 2021 | 0.086 | — |
| 2020 | 0.005 | — |
| 2019 | 0.132 | — |
| 2018 | -0.089 | — |
| 2017 | -0.030 | — |
| 2016 | 0.057 | — |
| 2015 | 0.037 | — |
| 2014 | 0.113 | — |
| 2013 | 0.024 | — |
| 2012 | 0.115 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.024 | — | — | — |
| 2024 | 0.039 | 0.007 | 0.024 | 0.009 |
| 2023 | 0.024 | 0.013 | -0.020 | 0.057 |
| 2022 | -0.039 | -0.101 | -0.016 | 0.001 |
| 2021 | 0.019 | 0.025 | 0.004 | 0.035 |
| 2020 | -0.146 | 0.092 | 0.018 | 0.059 |
| 2019 | 0.071 | 0.019 | 0.020 | 0.017 |
| 2018 | -0.041 | 0.013 | 0.015 | -0.077 |
| 2017 | 0.020 | -0.033 | -0.018 | 0.002 |
| 2016 | -0.047 | 0.019 | 0.022 | 0.065 |
| 2015 | 0.115 | -0.041 | -0.081 | 0.054 |
| 2014 | 0.013 | 0.045 | 0.023 | 0.027 |
| 2013 | 0.051 | -0.043 | 0.005 | 0.014 |
| 2012 | 0.039 | 0.018 | 0.047 | 0.006 |
| 2011 | -0.056 | 0.072 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | -0.009 |
| 5 years | 0.019 |
| 10 years | 0.000 |