Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.007 | 0 | — |
| 1 month | -0.018 | 0 | — |
| 3 months | 0.010 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | -0.033 | 0 | — |
| 5 years | -0.059 | 0 | — |
| 10 years | -0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.106 | — |
| 2023 | 0.014 | — |
| 2022 | -0.312 | — |
| 2021 | -0.181 | — |
| 2020 | 0.029 | — |
| 2019 | 0.115 | — |
| 2018 | -0.050 | — |
| 2017 | 0.044 | — |
| 2016 | 0.112 | — |
| 2015 | 0.027 | — |
| 2014 | 0.048 | — |
| 2013 | -0.011 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.025 | — | — | — |
| 2024 | 0.065 | 0.023 | 0.028 | -0.013 |
| 2023 | 0.021 | -0.014 | -0.053 | 0.064 |
| 2022 | -0.133 | -0.140 | -0.097 | 0.022 |
| 2021 | -0.005 | 0.005 | -0.091 | -0.099 |
| 2020 | -0.149 | 0.133 | 0.026 | 0.041 |
| 2019 | 0.081 | 0.013 | -0.003 | 0.021 |
| 2018 | -0.016 | -0.039 | 0.014 | -0.009 |
| 2017 | 0.031 | -0.010 | 0.019 | 0.004 |
| 2016 | 0.037 | 0.046 | 0.034 | -0.008 |
| 2015 | 0.011 | 0.028 | -0.043 | 0.032 |
| 2014 | 0.019 | 0.041 | 0.004 | -0.017 |
| 2013 | 0.002 | -0.054 | 0.017 | 0.026 |
| 2012 | 0.020 | 0.054 | 0.032 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.025 |
| 3 years | -0.043 |
| 5 years | -0.065 |
| 10 years | -0.025 |