Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.016 | 0 | 36 |
| 1 month | -0.012 | 0 | 62 |
| 3 months | 0.002 | 0 | 59 |
| 1 year | 0.080 | 0 | 14 |
| 3 years | 0.018 | 0 | 51 |
| 5 years | -0.031 | 0 | 86 |
| 10 years | 0.012 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.042 | — |
| 2023 | 0.011 | — |
| 2022 | -0.119 | — |
| 2021 | -0.057 | — |
| 2020 | 0.068 | — |
| 2019 | -0.003 | — |
| 2018 | 0.076 | — |
| 2017 | -0.003 | — |
| 2016 | -0.021 | — |
| 2015 | 0.156 | — |
| 2014 | 0.088 | — |
| 2013 | 0.017 | — |
| 2012 | -0.007 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.028 | — | — | — |
| 2024 | -0.005 | -0.010 | 0.057 | 0.001 |
| 2023 | 0.025 | -0.043 | -0.019 | 0.050 |
| 2022 | -0.079 | -0.054 | -0.007 | 0.019 |
| 2021 | -0.069 | -0.003 | 0.010 | 0.005 |
| 2020 | 0.118 | -0.025 | 0.004 | -0.025 |
| 2019 | -0.008 | 0.012 | 0.020 | -0.026 |
| 2018 | 0.044 | -0.012 | -0.034 | 0.079 |
| 2017 | 0.009 | -0.001 | -0.024 | 0.013 |
| 2016 | -0.004 | 0.027 | 0.019 | -0.061 |
| 2015 | 0.065 | -0.023 | 0.087 | 0.021 |
| 2014 | 0.066 | -0.015 | 0.012 | 0.024 |
| 2013 | -0.006 | 0.001 | 0.006 | 0.017 |
| 2012 | -0.027 | 0.035 | -0.007 | -0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.080 |
| 3 years | 0.018 |
| 5 years | -0.031 |
| 10 years | 0.012 |