Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.003 | 0 | 26 |
| 1 month | -0.025 | 0 | 2 |
| 3 months | -0.004 | 0 | 36 |
| 1 year | 0.029 | 0 | 83 |
| 3 years | -0.015 | 0 | 65 |
| 5 years | -0.027 | 0 | 27 |
| 10 years | -0.016 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.066 | — |
| 2023 | -0.046 | — |
| 2022 | -0.135 | — |
| 2021 | -0.093 | — |
| 2020 | 0.040 | — |
| 2019 | 0.029 | — |
| 2018 | -0.023 | — |
| 2017 | 0.012 | — |
| 2016 | 0.000 | — |
| 2015 | 0.022 | — |
| 2014 | 0.034 | — |
| 2013 | 0.020 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.023 | — | — | — |
| 2024 | 0.031 | 0.016 | 0.016 | 0.001 |
| 2023 | 0.001 | -0.027 | -0.047 | 0.027 |
| 2022 | -0.083 | -0.059 | -0.018 | 0.020 |
| 2021 | -0.020 | -0.006 | -0.021 | -0.048 |
| 2020 | -0.070 | 0.034 | 0.035 | 0.044 |
| 2019 | 0.042 | 0.009 | -0.020 | -0.001 |
| 2018 | -0.008 | -0.016 | -0.006 | 0.007 |
| 2017 | -0.015 | 0.010 | 0.018 | 0.000 |
| 2016 | 0.014 | 0.006 | -0.005 | -0.015 |
| 2015 | 0.005 | 0.014 | 0.008 | -0.006 |
| 2014 | -0.009 | 0.015 | 0.014 | 0.014 |
| 2013 | 0.013 | -0.030 | 0.018 | 0.020 |
| 2012 | 0.019 | 0.040 | 0.037 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.008 |
| 3 years | -0.021 |
| 5 years | -0.031 |
| 10 years | -0.018 |