Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.005 | 0 | 72 |
| 1 month | 0.010 | 0 | 59 |
| 3 months | 0.003 | 0 | 78 |
| 1 year | 0.038 | 0 | 82 |
| 3 years | 0.010 | 0 | 48 |
| 5 years | -0.001 | 0 | 45 |
| 10 years | 0.000 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.031 | — |
| 2023 | 0.043 | — |
| 2022 | -0.092 | — |
| 2021 | -0.020 | — |
| 2020 | 0.015 | — |
| 2019 | 0.034 | — |
| 2018 | -0.015 | — |
| 2017 | 0.004 | — |
| 2016 | 0.017 | — |
| 2015 | -0.005 | — |
| 2014 | 0.075 | — |
| 2013 | 0.020 | — |
| 2012 | 0.047 | — |
| 2011 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | — | — | — |
| 2024 | 0.004 | -0.002 | 0.025 | 0.005 |
| 2023 | 0.011 | 0.001 | -0.013 | 0.045 |
| 2022 | -0.029 | -0.038 | -0.022 | -0.006 |
| 2021 | -0.012 | -0.003 | 0.001 | -0.005 |
| 2020 | -0.025 | 0.020 | 0.012 | 0.009 |
| 2019 | 0.014 | 0.015 | 0.019 | -0.014 |
| 2018 | 0.002 | -0.014 | -0.005 | 0.001 |
| 2017 | -0.007 | 0.003 | 0.004 | 0.003 |
| 2016 | 0.016 | 0.012 | 0.006 | -0.016 |
| 2015 | 0.025 | -0.041 | 0.005 | 0.007 |
| 2014 | 0.022 | 0.019 | 0.016 | 0.016 |
| 2013 | 0.003 | 0.000 | 0.008 | 0.010 |
| 2012 | 0.013 | -0.001 | 0.019 | 0.016 |
| 2011 | -0.002 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.014 |
| 3 years | -0.007 |
| 5 years | -0.012 |
| 10 years | -0.005 |