Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.010 | 0 | 80 |
| 1 month | -0.003 | 0 | 48 |
| 3 months | -0.005 | 0 | 79 |
| 1 year | 0.033 | 0 | 90 |
| 3 years | 0.004 | 0 | 48 |
| 5 years | 0.055 | 0 | 27 |
| 10 years | 0.030 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.141 | — |
| 2023 | 0.048 | — |
| 2022 | -0.244 | — |
| 2021 | 0.000 | — |
| 2020 | 0.296 | — |
| 2019 | 0.175 | — |
| 2018 | -0.177 | — |
| 2017 | 0.421 | — |
| 2016 | 0.028 | — |
| 2015 | -0.097 | — |
| 2014 | 0.022 | — |
| 2013 | 0.031 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.007 | — | — | — |
| 2024 | 0.090 | 0.091 | 0.012 | -0.053 |
| 2023 | 0.029 | -0.024 | -0.015 | 0.058 |
| 2022 | -0.074 | -0.126 | -0.130 | 0.074 |
| 2021 | 0.013 | 0.088 | -0.098 | 0.007 |
| 2020 | -0.182 | 0.207 | 0.104 | 0.190 |
| 2019 | 0.104 | -0.013 | -0.031 | 0.113 |
| 2018 | 0.008 | -0.069 | -0.026 | -0.100 |
| 2017 | 0.129 | 0.078 | 0.059 | 0.102 |
| 2016 | 0.018 | 0.019 | 0.070 | -0.074 |
| 2015 | 0.040 | -0.012 | -0.153 | 0.039 |
| 2014 | -0.013 | 0.052 | -0.021 | 0.006 |
| 2013 | -0.001 | -0.044 | 0.045 | 0.033 |
| 2012 | -0.065 | 0.090 | 0.050 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.033 |
| 3 years | 0.004 |
| 5 years | 0.055 |
| 10 years | 0.030 |