Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.025 | 0 | — |
| 1 month | 0.022 | 0 | — |
| 3 months | 0.025 | 0 | — |
| 1 year | 0.090 | 0 | — |
| 3 years | 0.014 | 0 | — |
| 5 years | -0.010 | 0 | — |
| 10 years | -0.028 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.049 | — |
| 2023 | -0.051 | — |
| 2022 | 0.060 | — |
| 2021 | -0.042 | — |
| 2020 | -0.001 | — |
| 2019 | -0.113 | — |
| 2018 | 0.032 | — |
| 2017 | -0.185 | — |
| 2016 | -0.021 | — |
| 2015 | -0.024 | — |
| 2014 | -0.030 | — |
| 2013 | -0.124 | — |
| 2012 | -0.046 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | -0.014 | 0.000 | 0.054 | 0.009 |
| 2023 | -0.018 | -0.042 | 0.020 | -0.012 |
| 2022 | 0.036 | 0.022 | 0.006 | -0.005 |
| 2021 | -0.020 | -0.031 | 0.018 | -0.009 |
| 2020 | 0.089 | -0.016 | -0.039 | -0.029 |
| 2019 | -0.055 | -0.028 | 0.016 | -0.050 |
| 2018 | 0.047 | -0.060 | -0.053 | 0.107 |
| 2017 | -0.082 | -0.036 | -0.044 | -0.037 |
| 2016 | 0.008 | 0.024 | -0.031 | -0.021 |
| 2015 | -0.017 | -0.022 | 0.036 | -0.020 |
| 2014 | -0.012 | -0.042 | 0.002 | 0.022 |
| 2013 | -0.051 | -0.001 | -0.032 | -0.046 |
| 2012 | -0.022 | 0.015 | -0.036 | -0.003 |
| 2011 | 0.036 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.041 |
| 3 years | -0.001 |
| 5 years | -0.019 |
| 10 years | -0.033 |