Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.024 | 0 | 82 |
| 1 month | -0.007 | 0 | 70 |
| 3 months | -0.041 | 0 | 89 |
| 1 year | 0.001 | 0 | 97 |
| 3 years | 0.022 | 0 | 35 |
| 5 years | 0.025 | 0 | 33 |
| 10 years | 0.006 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.058 | — |
| 2023 | 0.070 | — |
| 2022 | -0.069 | — |
| 2021 | 0.047 | — |
| 2020 | 0.007 | — |
| 2019 | 0.100 | — |
| 2018 | -0.077 | — |
| 2017 | 0.056 | — |
| 2016 | -0.050 | — |
| 2015 | -0.007 | — |
| 2014 | 0.072 | — |
| 2013 | 0.045 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.038 | 0.004 | 0.028 | -0.013 |
| 2023 | 0.005 | 0.030 | -0.007 | 0.040 |
| 2022 | -0.052 | 0.029 | -0.012 | -0.035 |
| 2021 | 0.001 | 0.016 | -0.008 | 0.037 |
| 2020 | -0.078 | 0.043 | 0.009 | 0.039 |
| 2019 | 0.042 | 0.019 | 0.022 | 0.014 |
| 2018 | -0.016 | -0.016 | -0.005 | -0.041 |
| 2017 | 0.026 | 0.001 | 0.006 | 0.021 |
| 2016 | -0.047 | -0.001 | 0.018 | -0.020 |
| 2015 | 0.032 | -0.016 | -0.039 | 0.018 |
| 2014 | 0.008 | 0.028 | 0.009 | 0.025 |
| 2013 | 0.025 | -0.012 | 0.010 | 0.022 |
| 2012 | 0.041 | 0.023 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.009 |
| 3 years | 0.018 |
| 5 years | 0.023 |
| 10 years | 0.005 |