Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.019 | 0 | 82 |
| 1 month | -0.007 | 0 | 71 |
| 3 months | -0.036 | 0 | 85 |
| 1 year | 0.042 | 0 | 55 |
| 3 years | 0.015 | 0 | 60 |
| 5 years | 0.025 | 0 | 53 |
| 10 years | 0.008 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.094 | — |
| 2023 | 0.016 | — |
| 2022 | -0.055 | — |
| 2021 | 0.002 | — |
| 2020 | 0.043 | — |
| 2019 | 0.029 | — |
| 2018 | -0.032 | — |
| 2017 | 0.011 | — |
| 2016 | 0.013 | — |
| 2015 | 0.014 | — |
| 2014 | 0.032 | — |
| 2013 | 0.030 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.013 | — | — | — |
| 2024 | 0.030 | 0.013 | 0.045 | 0.003 |
| 2023 | -0.008 | -0.017 | -0.005 | 0.047 |
| 2022 | -0.012 | -0.033 | -0.026 | 0.016 |
| 2021 | 0.002 | 0.001 | 0.003 | -0.004 |
| 2020 | -0.066 | 0.050 | 0.022 | 0.041 |
| 2019 | -0.001 | 0.006 | 0.006 | 0.017 |
| 2018 | -0.005 | -0.005 | -0.010 | -0.012 |
| 2017 | 0.003 | -0.003 | 0.008 | 0.003 |
| 2016 | -0.008 | 0.012 | 0.007 | 0.002 |
| 2015 | 0.034 | -0.009 | -0.006 | -0.005 |
| 2014 | 0.022 | 0.010 | -0.005 | 0.004 |
| 2013 | 0.010 | -0.012 | 0.013 | 0.020 |
| 2012 | 0.026 | 0.018 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.027 |
| 3 years | 0.015 |
| 5 years | 0.025 |
| 10 years | 0.008 |