Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 41 |
| 1 month | -0.011 | 0 | 25 |
| 3 months | 0.005 | 0 | 41 |
| 1 year | 0.017 | 0 | 92 |
| 3 years | -0.006 | 0 | 93 |
| 5 years | 0.033 | 0 | 49 |
| 10 years | 0.021 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.021 | — |
| 2023 | 0.031 | — |
| 2022 | -0.109 | — |
| 2021 | 0.021 | — |
| 2020 | 0.051 | — |
| 2019 | 0.078 | — |
| 2018 | -0.047 | — |
| 2017 | 0.058 | — |
| 2016 | 0.138 | — |
| 2015 | 0.027 | — |
| 2014 | 0.060 | — |
| 2013 | 0.051 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.005 | — | — | — |
| 2024 | 0.009 | 0.000 | 0.023 | -0.012 |
| 2023 | 0.010 | -0.010 | -0.012 | 0.045 |
| 2022 | -0.040 | -0.061 | -0.034 | 0.023 |
| 2021 | 0.000 | 0.017 | 0.003 | 0.002 |
| 2020 | -0.138 | 0.116 | 0.033 | 0.057 |
| 2019 | 0.035 | 0.019 | 0.003 | 0.018 |
| 2018 | -0.017 | 0.006 | 0.005 | -0.042 |
| 2017 | 0.025 | 0.016 | 0.005 | 0.011 |
| 2016 | 0.006 | 0.035 | 0.069 | 0.023 |
| 2015 | 0.043 | -0.018 | -0.025 | 0.028 |
| 2014 | 0.007 | 0.010 | 0.017 | 0.024 |
| 2013 | 0.046 | -0.015 | 0.011 | 0.009 |
| 2012 | -0.005 | 0.018 | 0.019 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.017 |
| 3 years | -0.006 |
| 5 years | 0.033 |
| 10 years | 0.021 |