Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.048 | 0 | 33 |
| 1 month | -0.031 | 0 | 22 |
| 3 months | -0.052 | 0 | 19 |
| 1 year | -0.009 | 0 | 74 |
| 3 years | -0.027 | 0 | 93 |
| 5 years | 0.014 | 0 | 92 |
| 10 years | 0.022 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.082 | — |
| 2023 | 0.011 | — |
| 2022 | -0.263 | — |
| 2021 | 0.010 | — |
| 2020 | 0.222 | — |
| 2019 | 0.277 | — |
| 2018 | -0.186 | — |
| 2017 | 0.299 | — |
| 2016 | 0.084 | — |
| 2015 | 0.069 | — |
| 2014 | 0.071 | — |
| 2013 | -0.014 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.017 | — | — | — |
| 2024 | 0.043 | 0.053 | -0.002 | -0.013 |
| 2023 | 0.036 | -0.035 | -0.001 | 0.013 |
| 2022 | -0.152 | -0.065 | -0.054 | -0.018 |
| 2021 | 0.049 | 0.058 | -0.054 | -0.039 |
| 2020 | -0.198 | 0.218 | 0.082 | 0.156 |
| 2019 | 0.129 | 0.017 | 0.017 | 0.094 |
| 2018 | -0.030 | -0.045 | -0.048 | -0.076 |
| 2017 | 0.112 | 0.023 | 0.065 | 0.072 |
| 2016 | -0.065 | 0.039 | 0.100 | 0.015 |
| 2015 | 0.186 | -0.029 | -0.131 | 0.068 |
| 2014 | -0.028 | 0.085 | 0.014 | 0.002 |
| 2013 | 0.052 | -0.088 | 0.013 | 0.015 |
| 2012 | 0.031 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.058 |
| 3 years | -0.043 |
| 5 years | 0.004 |
| 10 years | 0.017 |