Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.012 | 0 | — |
| 1 month | -0.007 | 0 | — |
| 3 months | 0.008 | 0 | — |
| 1 year | 0.069 | 0 | — |
| 3 years | 0.012 | 0 | — |
| 5 years | -0.012 | 0 | — |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.056 | — |
| 2023 | 0.043 | — |
| 2022 | -0.162 | — |
| 2021 | -0.076 | — |
| 2020 | 0.021 | — |
| 2019 | 0.099 | — |
| 2018 | -0.046 | — |
| 2017 | 0.046 | — |
| 2016 | 0.044 | — |
| 2015 | 0.015 | — |
| 2014 | 0.080 | — |
| 2013 | -0.040 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.019 | — | — | — |
| 2024 | 0.016 | 0.006 | 0.040 | -0.007 |
| 2023 | 0.022 | -0.008 | -0.025 | 0.055 |
| 2022 | -0.079 | -0.065 | -0.057 | 0.032 |
| 2021 | -0.016 | 0.006 | -0.038 | -0.030 |
| 2020 | -0.079 | 0.061 | 0.021 | 0.023 |
| 2019 | 0.059 | 0.020 | 0.011 | 0.006 |
| 2018 | -0.018 | -0.026 | 0.008 | -0.010 |
| 2017 | 0.024 | 0.008 | 0.013 | 0.001 |
| 2016 | 0.030 | 0.027 | 0.024 | -0.036 |
| 2015 | 0.020 | -0.006 | -0.017 | 0.019 |
| 2014 | 0.025 | 0.038 | 0.012 | 0.003 |
| 2013 | 0.004 | -0.077 | 0.019 | 0.017 |
| 2012 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.037 |
| 3 years | 0.002 |
| 5 years | -0.018 |
| 10 years | -0.003 |