Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.020 | 0 | 22 |
| 1 month | -0.035 | 0 | 11 |
| 3 months | -0.039 | 0 | 31 |
| 1 year | 0.076 | 0 | 42 |
| 3 years | 0.028 | 0 | 48 |
| 5 years | 0.031 | 0 | 25 |
| 10 years | 0.018 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.150 | — |
| 2023 | 0.001 | — |
| 2022 | -0.127 | — |
| 2021 | -0.063 | — |
| 2020 | 0.187 | — |
| 2019 | 0.121 | — |
| 2018 | -0.103 | — |
| 2017 | 0.278 | — |
| 2016 | -0.052 | — |
| 2015 | 0.079 | — |
| 2014 | 0.089 | — |
| 2013 | 0.088 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.015 | — | — | — |
| 2024 | 0.038 | 0.070 | 0.068 | -0.031 |
| 2023 | 0.028 | -0.038 | -0.022 | 0.035 |
| 2022 | -0.060 | -0.080 | -0.086 | 0.105 |
| 2021 | 0.027 | 0.010 | -0.076 | -0.023 |
| 2020 | -0.130 | 0.167 | 0.054 | 0.109 |
| 2019 | 0.084 | -0.016 | -0.032 | 0.086 |
| 2018 | 0.034 | -0.025 | -0.056 | -0.059 |
| 2017 | 0.122 | 0.031 | 0.020 | 0.084 |
| 2016 | -0.099 | -0.022 | 0.105 | -0.027 |
| 2015 | 0.156 | 0.010 | -0.125 | 0.056 |
| 2014 | 0.007 | 0.035 | 0.018 | 0.027 |
| 2013 | -0.005 | -0.009 | 0.035 | 0.066 |
| 2012 | 0.026 | 0.070 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.076 |
| 3 years | 0.028 |
| 5 years | 0.031 |
| 10 years | 0.018 |