Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 90 |
| 1 month | -0.029 | 0 | 92 |
| 3 months | -0.048 | 0 | 88 |
| 1 year | 0.011 | 0 | 71 |
| 3 years | 0.018 | 0 | 79 |
| 5 years | 0.012 | 0 | 64 |
| 10 years | 0.010 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.067 | — |
| 2023 | 0.041 | — |
| 2022 | -0.042 | — |
| 2021 | 0.040 | — |
| 2020 | -0.060 | — |
| 2019 | 0.101 | — |
| 2018 | -0.018 | — |
| 2017 | -0.025 | — |
| 2016 | 0.098 | — |
| 2015 | 0.025 | — |
| 2014 | 0.068 | — |
| 2013 | -0.061 | — |
| 2012 | 0.109 | — |
| 2011 | 0.019 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.003 | — | — | — |
| 2024 | 0.018 | 0.009 | 0.009 | 0.031 |
| 2023 | 0.005 | 0.020 | 0.007 | 0.009 |
| 2022 | -0.043 | 0.010 | 0.013 | -0.022 |
| 2021 | 0.011 | 0.013 | 0.016 | 0.000 |
| 2020 | -0.082 | 0.039 | -0.030 | 0.016 |
| 2019 | 0.042 | 0.016 | 0.023 | 0.017 |
| 2018 | -0.005 | -0.009 | -0.030 | 0.026 |
| 2017 | 0.031 | -0.036 | -0.014 | -0.005 |
| 2016 | 0.005 | 0.044 | 0.020 | 0.026 |
| 2015 | 0.077 | -0.015 | -0.065 | 0.033 |
| 2014 | 0.005 | 0.041 | 0.039 | -0.018 |
| 2013 | 0.036 | -0.054 | -0.027 | -0.015 |
| 2012 | 0.034 | 0.027 | 0.029 | 0.015 |
| 2011 | -0.017 | 0.017 | -0.004 | 0.023 |
| 2010 | 0.030 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.040 |
| 3 years | 0.001 |
| 5 years | 0.002 |
| 10 years | 0.004 |