Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.009 | 0 | 52 |
| 1 month | -0.001 | 0 | 39 |
| 3 months | -0.019 | 0 | 51 |
| 1 year | 0.032 | 0 | 66 |
| 3 years | 0.011 | 0 | 72 |
| 5 years | 0.014 | 0 | 69 |
| 10 years | 0.003 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.046 | — |
| 2023 | 0.050 | — |
| 2022 | -0.095 | — |
| 2021 | 0.028 | — |
| 2020 | 0.004 | — |
| 2019 | 0.049 | — |
| 2018 | -0.052 | — |
| 2017 | 0.016 | — |
| 2016 | 0.001 | — |
| 2015 | 0.037 | — |
| 2014 | 0.034 | — |
| 2013 | 0.026 | — |
| 2012 | 0.026 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.008 | — | — | — |
| 2024 | 0.017 | 0.002 | 0.028 | -0.001 |
| 2023 | 0.011 | -0.003 | -0.006 | 0.049 |
| 2022 | -0.033 | -0.047 | -0.018 | 0.002 |
| 2021 | 0.007 | 0.012 | -0.001 | 0.009 |
| 2020 | -0.074 | 0.044 | 0.013 | 0.025 |
| 2019 | 0.029 | 0.006 | 0.007 | 0.006 |
| 2018 | -0.009 | -0.003 | -0.001 | -0.039 |
| 2017 | 0.011 | -0.002 | 0.005 | 0.001 |
| 2016 | -0.018 | 0.001 | 0.012 | 0.006 |
| 2015 | 0.049 | -0.024 | -0.015 | 0.029 |
| 2014 | 0.007 | 0.006 | 0.013 | 0.007 |
| 2013 | 0.018 | -0.011 | 0.004 | 0.015 |
| 2012 | 0.028 | -0.008 | 0.002 | 0.003 |
| 2011 | -0.031 | 0.002 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.032 |
| 3 years | 0.011 |
| 5 years | 0.014 |
| 10 years | 0.003 |