Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.001 | 0 | 69 |
| 1 month | 0.007 | 0 | 18 |
| 3 months | -0.010 | 0 | 61 |
| 1 year | 0.046 | 0 | 30 |
| 3 years | 0.024 | 0 | 49 |
| 5 years | 0.024 | 0 | 40 |
| 10 years | -0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.050 | — |
| 2023 | 0.078 | — |
| 2022 | -0.092 | — |
| 2021 | 0.029 | — |
| 2020 | -0.024 | — |
| 2019 | 0.041 | — |
| 2018 | -0.052 | — |
| 2017 | 0.028 | — |
| 2016 | 0.011 | — |
| 2015 | -0.033 | — |
| 2014 | 0.081 | — |
| 2013 | 0.109 | — |
| 2012 | 0.039 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.015 | 0.007 | 0.025 | 0.003 |
| 2023 | 0.023 | 0.008 | -0.005 | 0.051 |
| 2022 | -0.023 | -0.055 | -0.031 | 0.015 |
| 2021 | 0.014 | 0.011 | 0.000 | 0.005 |
| 2020 | -0.105 | 0.047 | 0.012 | 0.030 |
| 2019 | 0.031 | 0.002 | -0.005 | 0.012 |
| 2018 | 0.001 | -0.003 | -0.007 | -0.044 |
| 2017 | 0.024 | 0.008 | 0.002 | -0.006 |
| 2016 | -0.020 | 0.001 | 0.010 | 0.019 |
| 2015 | 0.053 | -0.038 | -0.057 | 0.013 |
| 2014 | 0.053 | 0.029 | -0.010 | 0.008 |
| 2013 | 0.018 | 0.011 | 0.047 | 0.028 |
| 2012 | 0.021 | -0.045 | 0.025 | 0.039 |
| 2011 | 0.010 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.046 |
| 3 years | 0.024 |
| 5 years | 0.024 |
| 10 years | -0.003 |