Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.032 | 0 | 91 |
| 1 month | -0.026 | 0 | 100 |
| 3 months | -0.050 | 0 | 88 |
| 1 year | 0.054 | 0 | 96 |
| 3 years | 0.041 | 0 | 92 |
| 5 years | 0.062 | 0 | 90 |
| 10 years | 0.043 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.100 | — |
| 2023 | 0.058 | — |
| 2022 | -0.041 | — |
| 2021 | 0.103 | — |
| 2020 | 0.045 | — |
| 2019 | 0.112 | — |
| 2018 | -0.037 | — |
| 2017 | 0.064 | — |
| 2016 | 0.103 | — |
| 2015 | 0.003 | — |
| 2014 | 0.113 | — |
| 2013 | 0.163 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.006 | — | — | — |
| 2024 | 0.044 | -0.016 | 0.066 | 0.006 |
| 2023 | 0.027 | -0.001 | -0.044 | 0.079 |
| 2022 | -0.011 | -0.078 | -0.009 | 0.061 |
| 2021 | 0.041 | 0.039 | -0.011 | 0.031 |
| 2020 | -0.128 | 0.075 | 0.028 | 0.083 |
| 2019 | 0.065 | 0.012 | 0.023 | 0.009 |
| 2018 | -0.026 | 0.028 | 0.008 | -0.046 |
| 2017 | 0.030 | -0.013 | 0.010 | 0.037 |
| 2016 | 0.007 | 0.019 | 0.043 | 0.030 |
| 2015 | 0.038 | -0.023 | -0.035 | 0.026 |
| 2014 | 0.046 | 0.022 | 0.016 | 0.025 |
| 2013 | 0.057 | 0.008 | 0.024 | 0.066 |
| 2012 | 0.026 | 0.024 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.054 |
| 3 years | 0.041 |
| 5 years | 0.062 |
| 10 years | 0.043 |