Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.026 | 0 | 72 |
| 1 month | 0.015 | 0 | 39 |
| 3 months | 0.011 | 0 | 73 |
| 1 year | 0.044 | 0 | 81 |
| 3 years | 0.003 | 0 | 90 |
| 5 years | 0.029 | 0 | 87 |
| 10 years | -0.005 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.029 | — |
| 2023 | 0.075 | — |
| 2022 | -0.233 | — |
| 2021 | -0.025 | — |
| 2020 | 0.114 | — |
| 2019 | 0.112 | — |
| 2018 | -0.130 | — |
| 2017 | 0.288 | — |
| 2016 | 0.066 | — |
| 2015 | -0.156 | — |
| 2014 | 0.053 | — |
| 2013 | -0.039 | — |
| 2012 | 0.203 | — |
| 2011 | -0.212 | — |
| 2010 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.011 | — | — | — |
| 2024 | 0.012 | 0.023 | 0.085 | -0.083 |
| 2023 | 0.039 | -0.001 | -0.034 | 0.072 |
| 2022 | -0.084 | -0.125 | -0.118 | 0.084 |
| 2021 | 0.029 | 0.033 | -0.089 | 0.006 |
| 2020 | -0.256 | 0.191 | 0.086 | 0.159 |
| 2019 | 0.083 | 0.001 | -0.054 | 0.085 |
| 2018 | 0.021 | -0.091 | 0.001 | -0.065 |
| 2017 | 0.102 | 0.044 | 0.053 | 0.063 |
| 2016 | 0.033 | 0.016 | 0.102 | -0.078 |
| 2015 | 0.043 | -0.006 | -0.176 | -0.014 |
| 2014 | 0.007 | 0.062 | -0.023 | 0.008 |
| 2013 | -0.041 | -0.064 | 0.057 | 0.012 |
| 2012 | 0.129 | -0.076 | 0.067 | 0.081 |
| 2011 | 0.009 | -0.007 | -0.253 | 0.053 |
| 2010 | -0.087 | 0.173 | 0.070 | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.013 |
| 3 years | -0.007 |
| 5 years | 0.022 |
| 10 years | -0.008 |