Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.072 | 0 | 60 |
| 1 month | -0.052 | 0 | 68 |
| 3 months | -0.074 | 0 | 65 |
| 1 year | 0.012 | 0 | 27 |
| 3 years | 0.002 | 0 | 53 |
| 5 years | 0.004 | 0 | 21 |
| 10 years | 0.019 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.103 | — |
| 2023 | 0.051 | — |
| 2022 | -0.125 | — |
| 2021 | 0.075 | — |
| 2020 | 0.009 | — |
| 2019 | 0.161 | — |
| 2018 | 0.006 | — |
| 2017 | -0.069 | — |
| 2016 | 0.103 | — |
| 2015 | 0.082 | — |
| 2014 | 0.194 | — |
| 2013 | -0.053 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.021 | — | — | — |
| 2024 | 0.026 | 0.011 | 0.015 | 0.048 |
| 2023 | 0.016 | -0.008 | 0.001 | 0.041 |
| 2022 | -0.061 | -0.028 | 0.008 | -0.050 |
| 2021 | 0.007 | 0.024 | 0.022 | 0.019 |
| 2020 | -0.058 | 0.091 | -0.019 | 0.001 |
| 2019 | 0.069 | 0.028 | 0.071 | -0.014 |
| 2018 | -0.049 | 0.039 | 0.012 | 0.006 |
| 2017 | 0.000 | -0.040 | -0.024 | -0.006 |
| 2016 | -0.013 | 0.066 | 0.007 | 0.041 |
| 2015 | 0.152 | -0.065 | -0.009 | 0.013 |
| 2014 | 0.032 | 0.031 | 0.077 | 0.042 |
| 2013 | 0.033 | -0.046 | -0.036 | -0.003 |
| 2012 | 0.018 | -0.011 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.002 |
| 3 years | 0.002 |
| 5 years | 0.004 |
| 10 years | 0.019 |