Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 35 |
| 1 month | -0.008 | 0 | 3 |
| 3 months | -0.075 | 0 | 72 |
| 1 year | 0.014 | 0 | 51 |
| 3 years | -0.001 | 0 | 68 |
| 5 years | 0.063 | 0 | 26 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.079 | — |
| 2023 | 0.114 | — |
| 2022 | -0.164 | — |
| 2021 | 0.099 | — |
| 2020 | 0.077 | — |
| 2019 | 0.189 | — |
| 2018 | -0.119 | — |
| 2017 | 0.166 | — |
| 2016 | 0.153 | — |
| 2015 | -0.110 | — |
| 2014 | 0.132 | — |
| 2013 | -0.033 | — |
| 2012 | 0.158 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.041 | — | — | — |
| 2024 | 0.037 | 0.029 | 0.034 | -0.021 |
| 2023 | 0.043 | 0.033 | -0.036 | 0.072 |
| 2022 | -0.001 | -0.104 | -0.082 | 0.017 |
| 2021 | 0.063 | 0.048 | -0.040 | 0.028 |
| 2020 | -0.240 | 0.147 | 0.046 | 0.181 |
| 2019 | 0.110 | -0.003 | 0.003 | 0.071 |
| 2018 | -0.018 | -0.060 | 0.007 | -0.052 |
| 2017 | 0.067 | -0.010 | 0.033 | 0.068 |
| 2016 | 0.039 | 0.027 | 0.064 | 0.016 |
| 2015 | 0.115 | -0.050 | -0.171 | 0.014 |
| 2014 | 0.004 | 0.072 | 0.029 | 0.023 |
| 2013 | 0.044 | -0.100 | 0.005 | 0.024 |
| 2012 | 0.133 | -0.017 | 0.014 | 0.024 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.025 |
| 3 years | -0.014 |
| 5 years | 0.055 |
| 10 years | 0.018 |