Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.036 | -0.006 | 79 |
| 1 month | 0.000 | 0.008 | 15 |
| 3 months | 0.013 | 0.020 | 15 |
| 1 year | 0.040 | 0.031 | 43 |
| 3 years | 0.031 | 0.057 | 19 |
| 5 years | -0.001 | 0.038 | 39 |
| 10 years | 0.026 | 0.038 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.035 | — |
| 2023 | 0.064 | — |
| 2022 | -0.144 | — |
| 2021 | -0.004 | — |
| 2020 | 0.100 | 0.081 |
| 2019 | 0.115 | 0.089 |
| 2018 | -0.023 | -0.006 |
| 2017 | 0.053 | 0.043 |
| 2016 | 0.054 | 0.039 |
| 2015 | 0.006 | -0.005 |
| 2014 | 0.073 | 0.054 |
| 2013 | -0.003 | -0.009 |
| 2012 | — | 0.078 |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | 0.012 | — | — |
| 2024 | 0.005 | 0.005 | 0.052 | -0.025 |
| 2023 | 0.022 | -0.005 | -0.026 | 0.073 |
| 2022 | -0.067 | -0.072 | -0.043 | 0.032 |
| 2021 | -0.023 | 0.022 | 0.002 | -0.004 |
| 2020 | -0.023 | 0.075 | 0.021 | 0.026 |
| 2019 | 0.043 | 0.034 | 0.027 | 0.006 |
| 2018 | -0.015 | -0.009 | 0.008 | -0.007 |
| 2017 | 0.015 | 0.023 | 0.011 | 0.004 |
| 2016 | 0.027 | 0.033 | 0.014 | -0.020 |
| 2015 | 0.026 | -0.020 | 0.001 | 0.000 |
| 2014 | 0.028 | 0.027 | 0.003 | 0.014 |
| 2013 | 0.002 | -0.028 | 0.009 | 0.015 |
| 2012 | 0.009 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.040 |
| 3 years | 0.031 |
| 5 years | -0.001 |
| 10 years | 0.026 |