Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.027 | 0 | 10 |
| 1 month | -0.021 | 0 | 8 |
| 3 months | -0.061 | 0 | 37 |
| 1 year | -0.048 | 0 | 96 |
| 3 years | 0.025 | 0 | 25 |
| 5 years | 0.048 | 0 | 52 |
| 10 years | 0.024 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.038 | — |
| 2023 | 0.084 | — |
| 2022 | -0.163 | — |
| 2021 | -0.115 | — |
| 2020 | 0.439 | — |
| 2019 | 0.239 | — |
| 2018 | -0.192 | — |
| 2017 | 0.177 | — |
| 2016 | 0.006 | — |
| 2015 | 0.047 | — |
| 2014 | 0.050 | — |
| 2013 | -0.069 | — |
| 2012 | 0.158 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.051 | -0.003 | 0.023 | -0.033 |
| 2023 | 0.047 | -0.014 | 0.030 | 0.019 |
| 2022 | -0.117 | -0.039 | -0.026 | 0.013 |
| 2021 | 0.023 | 0.027 | -0.093 | -0.071 |
| 2020 | -0.167 | 0.231 | 0.137 | 0.235 |
| 2019 | 0.118 | 0.001 | 0.011 | 0.095 |
| 2018 | -0.066 | -0.058 | -0.039 | -0.044 |
| 2017 | 0.102 | 0.000 | 0.039 | 0.028 |
| 2016 | -0.013 | 0.022 | 0.037 | -0.038 |
| 2015 | 0.170 | -0.032 | -0.127 | 0.060 |
| 2014 | -0.023 | 0.064 | 0.035 | -0.023 |
| 2013 | 0.015 | -0.110 | 0.007 | 0.023 |
| 2012 | 0.126 | -0.048 | 0.065 | 0.014 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.048 |
| 3 years | 0.025 |
| 5 years | 0.048 |
| 10 years | 0.024 |