Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.035 | 0 | 4 |
| 1 month | 0.016 | 0 | 1 |
| 3 months | -0.004 | 0 | 2 |
| 1 year | -0.068 | 0 | 97 |
| 3 years | -0.012 | 0 | 99 |
| 5 years | 0.017 | 0 | 100 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | -0.001 | — |
| 2023 | 0.046 | — |
| 2022 | -0.052 | — |
| 2021 | -0.140 | — |
| 2020 | 0.127 | — |
| 2019 | 0.137 | — |
| 2018 | -0.149 | — |
| 2017 | 0.114 | — |
| 2016 | 0.111 | — |
| 2015 | 0.150 | — |
| 2014 | 0.204 | — |
| 2013 | 0.199 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.018 | — | — | — |
| 2024 | 0.115 | -0.024 | -0.088 | 0.005 |
| 2023 | 0.072 | 0.007 | -0.052 | 0.022 |
| 2022 | 0.060 | -0.105 | -0.023 | 0.022 |
| 2021 | 0.215 | -0.227 | -0.137 | 0.062 |
| 2020 | -0.166 | 0.081 | 0.075 | 0.162 |
| 2019 | 0.130 | -0.008 | -0.008 | 0.023 |
| 2018 | -0.005 | 0.081 | -0.051 | -0.166 |
| 2017 | 0.057 | 0.040 | -0.004 | 0.017 |
| 2016 | -0.026 | -0.009 | 0.071 | 0.074 |
| 2015 | 0.134 | -0.010 | -0.082 | 0.116 |
| 2014 | 0.096 | 0.047 | -0.006 | 0.056 |
| 2013 | 0.079 | -0.026 | 0.063 | 0.073 |
| 2012 | 0.025 | 0.038 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.068 |
| 3 years | -0.012 |
| 5 years | 0.017 |
| 10 years | 0.018 |