Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.039 | 0 | 69 |
| 1 month | 0.016 | 0 | 98 |
| 3 months | 0.034 | 0 | 88 |
| 1 year | 0.052 | 0 | 79 |
| 3 years | 0.002 | 0 | 15 |
| 5 years | -0.013 | 0 | 15 |
| 10 years | -0.001 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.031 | — |
| 2023 | 0.050 | — |
| 2022 | -0.135 | — |
| 2021 | -0.035 | — |
| 2020 | 0.070 | — |
| 2019 | 0.047 | — |
| 2018 | -0.023 | — |
| 2017 | 0.032 | — |
| 2016 | 0.015 | — |
| 2015 | -0.037 | — |
| 2014 | -0.014 | — |
| 2013 | -0.040 | — |
| 2012 | 0.000 | — |
| 2011 | 0.013 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | -0.018 | -0.013 | 0.049 | -0.047 |
| 2023 | 0.033 | -0.014 | -0.038 | 0.072 |
| 2022 | -0.053 | -0.063 | -0.048 | 0.024 |
| 2021 | -0.032 | 0.007 | -0.003 | -0.007 |
| 2020 | 0.001 | 0.029 | 0.019 | 0.020 |
| 2019 | 0.018 | 0.021 | 0.016 | -0.009 |
| 2018 | 0.008 | -0.028 | -0.012 | 0.010 |
| 2017 | 0.012 | 0.016 | 0.006 | -0.002 |
| 2016 | 0.057 | 0.025 | -0.003 | -0.060 |
| 2015 | -0.020 | -0.019 | 0.012 | -0.011 |
| 2014 | 0.014 | 0.008 | -0.022 | -0.013 |
| 2013 | -0.024 | -0.020 | 0.015 | -0.011 |
| 2012 | -0.001 | -0.004 | 0.023 | -0.018 |
| 2011 | 0.005 | 0.017 | 0.007 | -0.016 |
| 2010 | 0.001 | 0.042 | -0.013 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.052 |
| 3 years | 0.002 |
| 5 years | -0.013 |
| 10 years | -0.001 |